Meet our Financial Coach
YOLAN EBERT
Yolan is a qualified financial advisor who has been in the industry since 2003. He is a member of the Chartered Insurance Institute (CII) and has obtained an International Financial Planning qualification with the CII (The CII Award). His thorough and meticulous client management methods and breadth of knowledge in the offshore market has contributed to his success in the industry. Yolan’s superior work ethics, along with his professionalism and knowledge are all traits that his clients praise.
Yolan enjoys providing personal financial planning expertise to individuals. His current clientele includes senior employees from large corporates, including Julius Baer, HSBC, JP Morgan, Deloitte, Emirates Airlines, Etihad, Jumeirah, Cisco, Google and Microsoft to name a few.
Having worked as a financial advisor for over two decades, Yolan has now adopted a coaching role to educate and guide individuals to steer their life confidently with sound financial knowledge.
