Yanni Niebuhr, CFP® is a Principal and the Chief Investment Officer at BFG Financial Advisors. In this role, he is responsible for understanding, managing, and monitoring the assets of the firm, and ensuring that all due diligence is carried out regarding the portfolios managed for clients.
In 2021, Yanni was instrumental in the development and implementation of the firm’s Financial Planning for All program, a revolutionary new offering that made financial planning services accessible to more families throughout the country. He is also a leading force in the firm’s Corporate Financial Wellness initiative that helps companies across the country provide valuable financial guidance and advocacy for their employees.
Yanni joined Brotman Financial Group as an intern in 2011 and joined the firm’s investment operations department full time later that year. In 2014, he was promoted to Associate Advisor, providing technical support for the firm’s lead financial advisors on all client work, including handling client inquiries, preparing for and attending meetings, and completing the necessary follow-up. In 2019 the firm changed its corporate identity to BFG Financial Advisors, and he advanced to Director of Investment Operations, and later to Chief Investment Officer.
Yanni holds a Bachelor of Science degree from Towson University. He earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2015 and holds his FINRA Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Examination) licenses through Kestra Investment Services, LLC.
Passionate about improving education for students in his community, Yanni sits on the Board of Directors for LETS GO Boys and Girls, Inc., a non-profit dedicated to providing STEM learning opportunities for under-resourced schools.
When he is not at the office, Yanni can be found at home with his wife and two young sons.
