Experience, advanced degrees, and
professional certifications demonstrating
commitment to maintaining the highest
standards in the investment consulting
industry.
Learn more...
Yelenna Rondon, MSIM, CFA.
Investment Management Consultant
Copyright 2009. Yelenna Rondon, MSIM, CFA.  All rights reserved.
Live Chat

Thursday nights 8 pm to 10 pm EST
Get answers to your general
financial questions.
Questions about:

  • 401K
  • IRA and Roth IRA
  • Mortgage
  • Credit score
  • Credit report
  • Credit card debt
  • HELOC
  • Investments in stocks,
    bonds, mutual funds, CDs,
    REITs,hedge funds or
    commodities
  • Financial planning
  • Buying a home
  • Foreclosure
  • College savings plans
  • Student loans
  • Estate planning
  • Life insurance
  • Investing
  • Buying a car
Copyright 2009. Yelenna Rondon, MSIM, CFA.  All rights reserved.

I developed this site to help my students, clients and the general
public to get answers to their general financial questions by
taking advantage of the live chat feature on Thursday nights from
8pm to 10pm.

I operate an independent  investment management consulting
practice serving individual and institutional investors in the
Commonwealth of Massachusetts. I work in partnership with my
clients to help them develop an investment plan designed to
meet their short and long term objectives while addressing their
investment constraints.

Our proprietary research and optimization models evaluate short
and long term economic variables to analyze financial markets
while removing the home bias effect. My goal is to help clients
avoid short term permanent losses while maintaining a relevant
long term strategy.

Our sole business is to provide investment management
consulting services and financial advice. I operate with a solid
professional reputation free from conflicts with financial
institutions.
Do you have confidence in your financial plan?
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live Thursday nights
8 pm to 10 pm EST.

Want to be a Philanthropist?

10% of the profits generated from this site during 2009 will be
donated to the Billerica Boys and Girls Club Capital Campaign.
To learn about their project, click on the following link.

Boys & Girls Club of Billerica