Professional References

In God We Trust…All Others Bring Data

At the core of our philosophy is the belief that trust forms the bedrock of every successful advisor-client relationship. To reinforce this trust and provide you with peace of mind, we've detailed below the regulatory and professional organizations that supervise or inform our operations. Should you have any questions, or if there's anything we can do just let us know.

The Securities and Exchange Commission (SEC)
https://www.adviserinfo.sec.gov
Yields for You CRD #317662
Yehoshua Leibel Sternbach CRD #6616024
My day job is CTO for Fusion Capital Management CRD #156549

College for Financial Planning
www.cffpdesignations.com
800-237-9900
Designation: Accredited Portfolio Management Advisor (APMA)

The American College of Financial Services
www.DesignationCheck.com
Designation: Chartered Financial Consultant (ChFC)

The National Social Security Association
www.NationalSocialSecurityAssocation.com
1-800-518-0761
Designation: National Social Security Advisor Certificate Holder

New York State Department of Financial Services
https://myportal.dfs.ny.gov
Life Agent & Broker’s License
As a fee only advisor, we don’t sell policies,
but we do provide advice and guidance
Yehoshua Sternbach License #1460253

Forbes Technology Council
https://councils.forbes.com

You can also visit www.Yields4U.com and go to the “In the news” section for links to the Leibel’s media appearances in The Wall Street Journal, InvestmentNews, and dozens of other websites.

 
Member and contributor since 2020