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Eleni Yeros

Wealth Management Advisor

Eleni Yeros initially joined the Wambolt & Associates team as a Wealth Management Intern in 2018 and promptly began working full time after graduating from CU Boulder’s Leeds School of Business in May of 2019. She specializes in financial planning for the firm and works closely with Cindy Alvarez as a client-facing advisor for new and existing clients. Eleni finds joy in interacting with people and creating relationships. Currently, Eleni is studying for her Certified Financial Planner (CFP) designation and will take the test in 2021.

Eleni loves the ability to take the stress off clients regarding their finances and providing education so they have confidence in their financial goals and future. Finances can be complex, and she is an expert at turning complicated plans into simple terms for our clients.

Outside of work, Eleni is passionate about fitness, travel, and staying active. She spent her college career as a cheerleader for the University of Colorado and loves to watch college football and basketball. Traveling is also a great passion of Eleni’s, and she has been to 20 countries and 5 continents!

Education:
University of Colorado at Boulder – Leads School of Business, Boulder, CO / Bachelor of Science, Business Administration – Emphasis in Finance and Operations Management with Global Business Certificate
 
Professional Certifications:
Series 65 securities license