Yonas’s Approach
Yonas A. Bedane
CPA/PFS, CGMA, MS
Tax Strategy Advisor / Member Owner
Overview
A Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) credential and Chartered Global Management Account (CGMA) designation, Yonas Bedane is a tax strategy advisor in Savant’s Vienna, Virginia, office.
Involved in the financial and tax services industry since 2005, Yonas is a member of both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
He earned a bachelor’s degree in accounting from Addis Ababa University in Ethiopia and a Master of Science (MS) in business with a concentration in finance from Virginia Commonwealth University.
Education
- Addis Ababa University
Bachelor of Arts in Accounting - Virginia Commonwealth University
Master of Science (MS) in Business with a concentration in Finance
Professional Designations
- CPA/PFS
- CGMA
Affiliations
- American Institute of Certified Public Accountants – member
- Virginia Society of Certified Public Accountants – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Lifestyle Creep Isn’t Always a Problem: When It’s Okay to Spend More
Lifestyle creep isn’t always a mistake. A financial advisor on telling intentional spending from drift, and the questions…
Socha Financial Group, LLC, Joins Savant Wealth Management
Savant Wealth Management expands in New York through its partnership with Socha Financial Group, a Corning-based RIA with…
When Equity Compensation Becomes Real Money | On Demand Webinar
Watch the video "When Equity Compensation Becomes Real Money" to learn expert strategies on executive compensation. Get practical…
Strategies for Concentrated Stock: How to Reduce Single-Stock Risk Without Ignoring Taxes
A concentrated stock position can become your biggest financial risk. Here are strategies to diversify, give, or hedge…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call