Who We Are
Greg Yahn CFP® is founder and principal of Yahn Financial Planning, a fee-only financial planning firm located in Greensboro, North Carolina. The firm specializes in providing objective financial planning and investment advice to individuals on an hourly, as-needed basis.
Yahn Financial Planning works with clients on a fee-only basis, meaning that commissions are not accepted. Services are provided on an hourly, as-needed basis, and there are no account minimums or long-term contracts required. The objective is to provide independent advice and recommendations that are in the client’s best interest.
Greg is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Investment Advisor in the state of North Carolina.
He is an active member of the following organizations:
In 1974, Greg graduated from Ohio State University with a BS degree in Industrial and Systems Engineering. He also holds a Masters degree in Business Administration, earned in 1982 from University of North Carolina at Greensboro. He completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program through the College of Financial Planning and passed the 2-day CFP Board Examination.
Prior to transitioning to financial planning, he worked for several manufacturing firms holding positions in project management, engineering management, and product management. Greg is also a certified Six Sigma Black Belt.
The decision to pursue a career change to fee-only financial planning was influenced by several experiences in Greg’s life. While employed in manufacturing for many years, Greg joined the American Association of Individual Investors. Greg used the knowledge gained from his manufacturing positions, his education – especially his MBA – and as a member of the American Association of Individual Investors to plan for his future.
As he established his financial planning expertise, Greg began helping family and friends, providing some financial planning advice in the early 1990’s and referring those needing additional help to a trusted fee-only financial planner in the area.
Because he has personally worked with full-service brokers, commission-based financial advisors and fee-only financial planners, he has a keen understanding of how the financial services industry works, from a client’s perspective.
He also has first-hand experience serving as a Conservator for his father, as he battled with Alzheimer’s disease, and later as Administrator of his father’s estate, working with seven siblings to transfer the values and the valuables their father left behind.
These experiences have led him to believe that consumers from all walks of life deserve objective financial advice and that the best method is on an hourly, as-needed basis.
Take this opportunity to contact Greg for a complimentary, no obligation Get-Acquainted meeting. You’ll be glad you did.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.