Yanni Niebuhr, CFP®

Supporter
DISC Type : s

Chief Investment Officer at BFG Financial Advisors

Lutherville-Timonium, Maryland, United States

Overview

Yanni Niebuhr serves as the Chief Financial Officer at BFG Financial Advisors, having risen from an intern to a C-suite executive at the firm. A Towson University graduate and CERTIFIED FINANCIAL PLANNER™, he was instrumental in launching the firms "Financial Planning for All" and Corporate Financial Wellness initiatives.

Passionate about community service, Yanni sits on the Board of Directors for LETS GO Boys and Girls, Inc. , a non-profit providing STEM learning opportunities to students in under-resourced schools. He lives in the Baltimore area with his wife and two young sons.

He has received multiple awards, including the Kestra Ascend Award for Innovation in 2023 and the Maryland Chamber of Commerces 2025 Rising Star Award.

Personality Overview

Slow To Decisions

Procedural

Risk-averse

They maintain good relationships with everyone, internally and externally.  They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Topics They Care About

Financial Accessibility
Was a key developer of BFG's "Financial Planning for All" program, designed to make financial advice more widely available by reducing fees and asset minimums.
Corporate Wellness
He is a leading force in the firm's Corporate Financial Wellness initiative, which provides financial guidance and advocacy for employees at various companies.
STEM Education
Serves on the Board of Directors for a non-profit, LET'S GO Boys and Girls, Inc. , which is dedicated to providing STEM education to underserved youth.

Media Appearances

Yanni M. Niebuhr, CFP® - BFG Financial Advisors. Featured in BFG Financial Advisors (official website)

See Now

Work History

1-2022
Chief Investment Officer at BFG Financial Advisors
1-2021 - 1-2022
Director of Financial Planning/Advisor at BFG Financial Advisors
1-2019 - 1-2021
Director of Investment Operations/Advisor at BFG Financial Advisors
1-2012
Registered Representative & IAR at Kestra Investment Services, LLC and Kestra Advisory Services, LLC, formerly NFP Securities Inc.
12-2009 - 6-2011
CSR at Susquehanna Bank

Education

2007 - 2011
Business from Towson University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Lutherville-Timonium, Maryland, United States Job Level : Leadership Designation : Chief Investment Officer at BFG Financial Advisors
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Insights For Selling To Yanni

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Talk about refund and cancellation policy if the need arises
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Avoid saying anything that sounds like a risky proposition
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yanni is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Yanni

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Yanni move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Yanni take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Yanni

Personality Compatibility


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