
Yanni Niebuhr, CFP®, is the chief financial officer at BFG Financial Advisors. Previously chief investment officer, Yanni has been the driver behind several of the firm’s most innovative initiatives.
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 behind the firm’s Corporate Financial Wellness initiative, which 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, 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 LET’S 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.