Lyle Yablonsky, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢ professional
Click here to schedule a meeting with Lyle
Are you a Federal Government Employee looking for financial advice? There is nothing I enjoy more than educating and inspiring you!
I have over 20 years of experience working with Federal Employees and Retirees. Our job is to make sure you protect your hard earned money and stay on top of your TSP, investments, insurance and required minimum distributions.
As a CERTIFIED FINANCIAL PLANNER ™ professional, I deliver experienced guidance and service to my client base. Our approach is about thinking carefully, planning thoughtfully, and acting deliberately with the money you've entrusted to us. Our personalized strategies are grounded in long-term fundamentals with adjustments for today's markets.
What can you expect? Trust. Communication. Results. We are here to give you retirement confidence!
The Washington DC Branch of Equitable Advisors proudly supports and recruits Military Veterans. Should you or a contact of yours be a Veteran looking to build a career in finance, please give me a call directly. Thank you for your service!
My Background:
Upon graduating from the Pennsylvania State University in May of 2001, I chose to help businesses and individuals address their financial goals.
With our robust virtual meeting abilities we serve clients across the United States.
I am active in several industry and civic organizations, including:
•Finseca
•The Penn State Alumni Association
•Grace Community Church
I currently reside in Leesburg, VA with my wife Natasha and our dogs Duke and Benjamin. I enjoy playing sports, drinking wine and travel.
Michael Levesque
Financial Consultant
michael.levesque@equitable.com
I have been interested in the economy since my dad bought me my first share of stock at five years old. Since then I have been interested in reading more about how the economy and stock market works. I have a degree in economics from George Mason University and have been with the firm since 2015. During my time with Equitable I have worked to serve our legacy product clients, Vietnamese, Korean, and Chinese clients and have a focus on our federal employee and retiree clients.
With a keen interest in technology and how it can serve our clients I am seen as a resource within our firm on how to best implement it in daily advisor use. I have been on the forefront of virtual meetings, digital tools and organization since day one.
In my spare time you can find me lifting weights or riding bikes to stay active, reading tech, business, and political news to stay current, or trying some DYI projects to be handy. I have served as a past Vice President of the Mid-Atlantic Bicycle Racing Association as well as a past coordinator on the Warrior Bike Ride for a veterans organization, Serve Our Willing Warriors.
California Insurance License #: 0M97514
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.