UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
21yrs
Michael Yoder has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Walnut Creek, California. After five years at Commonwealth Financial Network and four years at Ameriprise Financial Services, Michael joined Yoder Wealth Management in 2018, a firm offering financial planning and investment management. Michael holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors nationwide
Office2033 N Main St, #1060, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.48 million
Advisors at the firm2
States licensed ?1 state
Services through Yoder Wealth Management
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowYoder Wealth ManagementCurrent firm
- 2013 – 2018Commonwealth Financial NetworkPreviously
- 2009 – 2013Ameriprise Financial Services, LLCPreviously
Contact Michael
(925) 691-5600Yoder Wealth Management main office 2033 N Main St, #1060Walnut Creek, CA 94596Office · Get directions LinkedIn pageYoder Wealth Management
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Yoder Wealth Management at (925) 691-5600 and ask for Michael Yoder. Michael works from the Walnut Creek, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2006, about 21 years. More experience than 63% of advisors nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Yoder Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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