Yandie Liautaud, CFP
Managing Partner
Financial Planning Director
Yandie Liautaud has had a working collaboration with WealthEdge since 2015. She leads the Financial Planning team, offering comprehensive wealth management solutions to clients. She assists clients at all stages of their financial journey – through their wealth accumulation, protection, distribution, and transfer stages.
Yandie uses a family office approach, where her team works closely with her clients’ professional advisors to develop personalized financial planning roadmaps, helping them achieve their personal financial goals.
She prides herself on being an attentive listener and a reliable source of support for clients experiencing various life events. Yandie received her MBA from the Zicklin School of Business – Baruch College and is a Certified Financial Planner. She also has a strong interest in sustainable and impact investing, a passion for music and dance, and is fluent in French and Spanish.
