STEVEN J. YAZBECK, AAMS
FOUNDING PARTNER/FINANCIAL ADVISOR
Steven J. Yazbeck is one of the five founding partners who formed Mosaic Wealth Solutions in 2017 in order to provide comprehensive wealth management and better serve their clients through advanced innovation and strategies. Since 1992, he has brought a unique, broad perspective and business experience to the table for families, individuals and small business owners.
Proactive, goal oriented and client centered are his driving principles. Prior to starting Mosaic Wealth Solutions, Steven was Sr. Vice President – Investments with SagePoint Financial, Inc and Piper Jaffray & Co.
Steven says, "I most enjoy helping people pursue success and financial health, and enjoy quality of life." He graduated from Michigan State University with a Bachelor of Arts degree from the College of Business, majoring in finance, as well as a Master of Business Administration degree (MBA) from the University of Phoenix.
He holds the AAMS (Accredited Asset Management Specialist) from the College for Financial Planning. He also holds his Series 7, 8, 63 and 66 securities registrations as well as long-term care, life, health, variable life, variable annuity and fixed annuity insurance licenses. From 2003-2005, Steven hosted a radio show, "Guides for the Journey" on 960 AM.