Richard Yasinski is a Certified Financial Planner (CFP) and financial advisor who founded his independent financial planning and investment practice, Financially Sound, in 1996. Richard completed the mutual funds licensing course in 1995, his insurance licensing in 1997, his Certified Financial Planning (CFP) designation in 1999, his Distinguished Tax Advisor specialist in 2008. Richard’s focus in his practice has always been to guide clients on all aspects of their finances, on helping clients make good choices with their money, insuring they have an income they cannot outlive and to encourage using their money to create fulfilling lives.

Kam Joined Financially Sound in 2017 as client administrative support and then taking on additional roles including client tax filing and financial plan data consolidation and entry. “I have been in the financial service industry for all of my work life beginning with audit assistance at a listed firm, then front line teller, mutual fund processing and compliance staff. I enjoy every moment of the challenge in my daily activities and in support of our clients’ needs.”

Alanna joined Financially Sound in March 2019 as a Senior Executive Assistant bringing along years of industry knowledge and experience. She provides ongoing support enhancing client experience by servicing general day-to-day requests and fostering client relationships. She is jointly responsible for processing and follow up on transactions and providing operational and administrative support to Richard. In Alanna’s spare time she cherishes country living, getting outside to enjoy nature and travelling.