Biography
A member of Accredited’s Wealth Management group, Yulia is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors, Yulia was an advisor for a private wealth advisory practice.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Metropolitan State University, St. Paul – B.A. in International Business
• Certified Financial Planner™
How do you spend your life wisely?
I create goals for myself every year that I hang on the wall above my desk. This way, any decisions I make, I can always check if these decisions are in alignment with what I desire. Quality time with my parents, my family, my sister's family, and my friends is always on the list. I also believe it is extremely important to continue learning and create space to just be in the moment.
“Everything changed the day she figured out there was exactly enough time for the important things in her life.”
Brian Andreas
