Yano Vassallo Planning Team Associate

Yano Vassallo started his journey with e3 back in 2022 after graduating from University of Texas at Dallas with a B.S. In Finance. Seeking to expand his financial skill set, he quickly obtained his Series 7 and 65 licenses, which he now utilizes to support the e3 Planning Team through portfolio analysis, income forecasts, and tax efficiency analysis. Yano is also a member of the Investment Staff where he helps research and improve the e3 models and satellites.