About Us

Hi, I’m Josh Yeyni:

In 1988, myself, my wife and our one-year-old daughter, moved to the USA. I personally realized how challenging life transitions can be. My experiences reflect those of many of my clients, and I empathize with those who feel overwhelmed during such times.

Reflecting on the journey, I often wished for a guide—someone to walk alongside us, suggest ways to navigate challenges, and point out what truly matters amidst the noise. This guidance could have saved us time and the costs of learning through random advice and trial and error.  

I am a Certified Public Accountant (CPA) in Washington since 1990 and in Israel since 1992. In 1994, I earned the Certified Financial Planner™ designation.

Unlike others with similar credentials, I try to see beyond just the numbers and pay attention to your values, emotions, and preferences.

I want you to feel comfortable and confident when working with me, in a friendly, open and transparent manner.