Yesenia Realejo

Yesenia Realejo, CFP® serves as Director of Financial Planning and Senior Wealth Advisor. In this role, Yesenia focuses on managing relationships with families to ensure they are on track to meet their goals. By maintaining proactive contact with our families, she can understand their unique circumstances and provide comprehensive wealth management. She not only creates their financial plan but also helps implement long-term changes to strengthen their financial position and sense of security. These plans can include anything related to their financial house, ranging from estate planning and asset distribution across generations to tax optimization strategies and retirement planning.  

Yesenia is a native of Miami, Florida, and received her Bachelor of Science degree in Economics from Duke University. After graduation, she worked as a Registered Representative at Merrill Lynch.  

Serving as the treasurer of Take Stock in Children of Broward County, Yesenia dedicates her time helping students on their path toward higher education and economic success. As someone who grew up in similar circumstances to the children served by Take Stock, she finds it incredibly important to provide opportunities and mentors to students who might otherwise lack a role model to help them realize their full potential. 

Yesenia is a member of the National Association of Personal Financial Advisors (NAPFA). Yesenia often attends their conferences as a speaker trying to connect with likeminded financial professionals as well as offer mentorship for the young generation of financial planners committed to putting the client’s interest first. She is also affiliated with the Women of Tomorrow organization and frequently presents on financial education topics at Hollywood Hills High School. Yesenia’s aspiration is to inspire, empower, and transform the lives of at-risk high school girls, making a positive impact on their lives and that of their families and the community.

Yesenia currently resides in Coconut Creek, Florida with her husband, their daughter Liliana, and corgi, Daisy. In her spare time, she enjoys practicing yoga, bike riding around her community, reading, and traveling.