Yoni Berhane

Meet Yoni.

Yoni Berhane advises professionals building wealth as well as high-net-worth executives and families with growing financial complexity. He combines analytical planning with attention to clients’ emotions and communication preferences. His practice also emphasizes education and serving investors who have historically been underrepresented in financial services.

Before your first conversation.

Areas of focus

Wealth accumulation · Corporate executives · Family wealth · Financial education

Credentials recorded in sources

CFP®

Investment minimum

Confirm directly with the firm.

Fees & compensation

Request the current fee schedule and compensation disclosures.

Email source checked

2026-09-16 · Published in the linked professional biography.

Contact verification

Confirm current details before relying on this listing.

Portrait source

Photo matched to official biography · 2026-09-16

Make the first conversation count.

Wealthspire

8 listed professionals

Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.

Research before you connect.