Christian Yoss, CFP®Vice President, Head of Investment Management Advocates
What's your dream for the company?
My dream is for United Capital to be able to offer Financial Life Management to all those who need our help. Beyond investment management and financial planning, I want us to deliver peace of mind as we simplify the journey to financial security.
What are three words people use to describe you?
Enthusiastic, decisive, caring
When you are not working, what do you care about most?
Family, family, family—my wife and two adult children.
What's your MoneyMind®?
With over 30 years of industry experience, Christian is Head of the Investment Management Advocate Department where he oversees a team of investment professionals with the following mission statement: As advocates for the advisory teams, we instill clarity and confidence in our investment solutions, empowering our advisors with effective resources to improve the lives of our clients.
Christian has spent his entire career working directly with Wealth Management Advisors providing coaching, mentoring, and training. He is passionate about re-imagining the future of the financial-planning industry through improved value propositions, pricing models, and digital/video interactions.
Christian holds an MBA from the University of Texas at Dallas. Additionally, he is a Certified Financial Planner™ practitioner, a Chartered Mutual Fund Counselor℠, and a Certified Employee Benefits Specialist.