Yamen is a positive and empathetic person and an active listener. He believes in investing his time in understanding what each client is working toward before making any investment decisions. “The initial conversation may not even involve money as I meet clients where they are on their terms,” Yamen says.

A typical client Yamen serves is someone in their mid-50s who has been working in the corporate world for a few decades. Their children have grown and are ready to leave the family home to build their own lives and careers. As empty nesters, they are now seeking guidance for what’s next. Yamen uses an established process to build personalized strategies to help them clarify and pursue their goals for the next chapter of their life.

Yamen is patiently thorough, taking the time in guiding his clients. “Prospective clients may initially come in curious and confused, but after going through the process, they build a sense of purpose with their wealth to help them feel fulfilled,” Yamen adds.

Yamen was excited about joining Raymond James in February 2023. “Raymond James provides open architecture with relevant resources to help me deliver a personalized practice that is designed to take clients through guided transformations.”

Previously in his career, Yamen was a financial advisor at Edward Jones and Merrill Lynch. He earned a bachelor’s degree from the University of Arizona and is a member of the investment committee for the Community Foundation of Southern Arizona.

Yamen is an Arizona native and has lived in Tucson his entire life, where he resides today with his wife, Tahani. In his free time, he enjoys soccer, road biking and mountain biking, taking advantage of Tucson’s sunny weather while enjoying its many bike paths and trails.

“I’ve had the privilege of being able to grow professionally in my hometown. I’ve also been blessed to be able to travel and experience many other parts of our diverse world,” Yamen concludes.