Joseph practices a comprehensive approach to building and preserving wealth. This is accomplished through a collaborative and value based approach to financial planning that includes the efficient management of investments, insurances, and taxes to help achieve clients’ dreams.
Joe received his B.S. in Mechanical Engineering from the United States Military Academy at West Point, and his MBA from Georgia State University.
As a long term resident of Atlanta, Joe and his family are active in the community through participation in The Rotary, their Church, the Walk to Emmaus communities.
Joseph Yi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Alabama, California, Florida, Georgia, & Louisiana. Joseph is insurance licensed in the following states: Georgia.