Email: Yotam@ByTheSquareTaxes.com 

 

Adjunct professor at Boston University for

accounting and financial economics. Yotam earned his Chartered Financial Analyst designation in 2014 and has been working in the financial field for over 15 years. Yotam is an RIA in the state of MA. He focuses on long term budget planning and financial management. Fraternal organizations have unique investment needs that are different than any other organization. Yotam's primary goal is to offer high quality long term financial advice to any size

organization

Author of : Foundations of Financial Literacy: Getting Ready for Life after College

 Yotam is a volunteer with the Boston CFA Society

financial literacy program

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