Yury Menbaev CFP®

Yury Menbaev CFP®

Director: Executive Benefits
Retirement Planning Specialist

Mobile: 305-778-9359
Fax: 732-326-5308
E-mail:
At Retirement Group
 

 

Yury graduated from the MGIMO University, Moscow in 1993 with a degree in International Business. He started his own business when he still was a student within ten years making his firm the leader of the Corporate Travel Management industry. Then he was invited to participate in big business projects being involved in crises management, privatization and leveraged buy-out of several major companies, leaders in the Russian coal mining, petrochemical, and chemical industries. Yury acted as a Senior Top Executive managing corporate finance and controlling. After coming to US Yury dedicated himself to the Financial Planning joining his current broker dealer, now Equitable Advisors in 2017. Developing his professional qualifications Yury graduated from the Columbia University course becoming Holistic Financial Coach and from the Wharton School course becoming Retirement Planning Specialist. 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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Check the background of this financial professional on FINRA's BrokerCheck