Yochanan Hershoff

Employer firm

Abound Wealth Management, LLC CRD 285903

$1.95B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Abound Wealth Management, Llc
  Franklin, TN
• 03/2020 → 06/2022
  Yedei Chesed
  Chesnut Ridge, NY
• 10/2021 → 04/2022
  Scott Latz Cpa
  New Milford, NJ
• 02/2020 → 10/2021
  Jack Berkowitz Cpa
  Goshen, NY
• 11/2019 → 02/2020
  Unemployed
  Monsey, NY
• 03/2017 → 11/2019
  Israel Defense Forces
  Israel
• 07/2016 → 11/2019
  Personal Cleaning Services
  Jerusalem

Designations

• Certified Financial Planner