Focused, custom financial solutions.
Yuerg is a licensed Certified Retirement Financial Advisor and charter member of the Society of Certified Financial Advisers CRFA.
As a member of the National Association of Fixed Annuities (NAFA) and a licensed insurance agent in the states of Arizona (license #908054), Washington (license #859643), and Idaho (license #423524), Yuerg has all the qualifications to help his clients determine the best way to protect their nest egg. His extensive education and many licenses are crucial to navigate through the complex field of investments. He graduated with an MBA at the top of his class from the Benedict School of Economics in Berne, Switzerland. He holds multiple licenses within the state of Arizona covering all important aspects of capital preservation. His innovative solutions to complex retirement financial planning has helped hundreds of clients managing and preserving their hard earned retirement funds in up-and-down markets. His credo is the sequence of return. If the market is in a down-turn, the average retiree simply can’t afford this loss while depleting retirement funds. Yuerg will show you that outliving your retirement funds shouldn’t be the reason for sleepless nights.