Our Team

because you should know who you're working with.

Jose Yanez

Partner / Financial Advisor

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Jose has been helping individuals in every stage of life since 2005.  

 

His approach to financial planning is to educate in an unintimidating and understandable manner.

 

 Jose is active in his community and holds positions in various local business and non-profit organizations.

 

He currently resides in Lansing. In his free time he enjoys playing basketball and spending time with his wife Sarah, and children Hailey, Isaac, and Noah.

Larry Hakim, AIF

Partner

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Lawrence T. Hakim AIF® has been a financial advisor since June 1986.

 

What differentiates Larry from most financial advisors is the understanding that client’s needs are greatest when dealing with life circumstances and change. Larry believes that “It’s not about how much you have but who you are.” 

 

He also believes in the importance of a complete understanding of client needs and desires, as well as a complete

goals-based financial and estate plan. 

 

After 32 years and thousands of client meetings, Larry has dealt with just about everything regarding his clients.

 

When he’s not working, Larry enjoys golfing, traveling, and spending time with his wife of 27 years, Sheila, and their 3 dogs.

Securities offered through Sigma Financial Corporation. Member FINRA and SIPC. Advisory Services offered through Sigma Planning Corporation.

 

Full Circle Financial Planning is independent of Sigma Financial Corporation

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