Adam Yofan, CPA

Vice President
ayofan@alpern.com
412.281.2501, ext. 390

Areas of Specialization
The cornerstone of Mr. Yofan’s process is the financial plan, in which he determines each client’s “family benchmark” –the required rate of return to meet each client’s goals (college, second home, retirement, etc.). Assets, liabilities, income, expenses, insurance, and estate plans are reviewed to complete this analysis.

An action plan is then determined, executed, and monitored which may involve money managers, insurance, annuities, 529 plans, alternative investments, and trusts – all with a focus on tax efficiency.

Experience
Since 1988, Mr. Yofan has been assisting clients at a Big Four accounting firm and a Wall Street brokerage firm. He deals primarily with high net worth individuals including business owners, corporate executives, physicians, and other professionals.

Professional Activities
CASA of Allegheny County, Board Member
Leadership Pittsburgh XIX

Education
Miami University (Ohio), B.S. - Accounting

Securities, financial planning and advisory services offered through Linsco/Private Ledger, a Registered Investment Advisor Member FINRA / SIPC

The Linsco/Private Ledger registered representatives associated with this site may only discuss securities or transact business with persons who are residents of AL, CA, CO, FL, GA, IL, KY, MA, MD, MI, NC, OH, PA, TX, VA.

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