Joseph Yagar

President, CEO

Joe, President and CEO, has been in the wealth management industry for over 25 years.

Joe designed the Legatus asset allocation model and works with his team to customize it for each client.

Joe has an MS in FInancial Services from the Institute of Business and Finance, and holds his series 7, 63, 65, 66 and 24 FINRA registrations as well as his Life and Health Insurance licenses.

He resides in Tampa, FL.

Phone 800-239-0279