John Yackel

John C. Yackel is a seasoned professional with a wealth of experience in the financial services industry, currently serving as the Chief Executive Officer and Co-Founder at Trucendent LLC.

With a background in BA Economics from Bucknell University, John has held various key positions in well-known organizations such as Envestnet, Inc, Prudential Financial, Fortigent, LLC, and SEI Investments.

His expertise lies in strategic and conceptual selling, large account management process, practice management consultation, negotiation, and business strategy and planning.

John's certifications include FINRA Series 7, FINRA Series 63, and FINRA Series 65, showcasing his commitment to professional development and industry knowledge.

At Trucendent LLC, John leads a team that offers estate planning solutions through innovative technology, a vast network of attorneys, and top-quality trustee partners, catering to a wide range of households.

His broad experience encompasses working with financial advisors, insurance companies, private banks, family offices, trust companies, institutional money management firms, and CPA firms, providing him with a comprehensive understanding of the financial services landscape.

Known for successfully representing asset management solutions to ultra high net worth individuals, John has a profound understanding of various financial instruments such as mutual funds, annuities, managed accounts, trust services, and wealth management solutions.