Yudi Gross on Clubhouse

Bio

🎉🎉🎉Co-Founder of Aequus Partners Financial Planning 🏦

Videos, articles and podcast (coming) @ www.aequusplanning.com

Bespoke wealth management helping clients find a path to a clear👓, calm 💆‍♂️ and confident 😎 financial future.

📩 [email protected]

Connector 🤝 - loves helping people find connections that can help them grow professionally and personally. If you need them and I know them, you got ‘em 🙌

Certified Financial Planner 📖
Jewish philanthropist 🤌
Former political operative 🤷‍♂️
Board Member of the South Palm Beach County Jewish Federation 🤝
JFNA National Young Leadership member👌
Creature of the night 🧛🏼

Passions: reading 📖 , writing ✍️ , music 🎼, motorcycles 🏍 and bourbon 🥃

Education: Shor Yoshuv Institute Rabbinic College (Lawrence, NY), Hofstra University School of Education, NYU School of Professional Studies (Financial Planning), Duke University (Graduate Certificate in Behavioral Finance).

Me in a Moment: a Jewish wealth manager and planner who enjoys sipping on a bourbon, cigar in hand, while brewing a batch of kombucha, Kindle in my back jean pocket, a Microsoft Surface that has my half completed manuscript on display, two briskets and a slab of ribs on the offset smoker, Dylan on in the background as I am killing time between Jewish charitable Zoom events.