Willie Yglesias joined Family CFO as a Paraplanner in 2022. He previously worked as a Portfolio Manager at a local Registered Investment Advisor. He has worked as an Operation Specialist at a Single Client High Net Worth Family Office in Las Vegas and a Client Services Manager at a local Registered Investment Advisor.
Willie has a Bachelor of Science in Business Administration, Concentration in International Business, from California State University, Fresno. He has been in the finance industry for over 20 years. He has held positions in banking, auditing, consulting, and investment industries.