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Ksenia Yudina, CFA
Founder & CEO at UNest
Ksenia Yudina, CFA, is a prominent entrepreneur and financial professional based in the Los Angeles Metropolitan Area. She is currently the Co-Founder of Mostt, a family-centric investment advisor.1 However, it's important to note that her profile also lists her as the Founder and CEO of UNest, a mobile app that helps parents build a better financial future for their children.1
Professional Background
Yudina has an extensive background in finance and investment:
- UNest: Founded in March 2018, UNest provides guidance and access to cost-effective financial solutions for families.1
- Capital Group | American Funds: Served as Vice President (April 2017 - March 2018) and Assistant Vice President (June 2014 - April 2017), managing significant client relationships and executing various firm-level projects.1
- J.P. Morgan: Worked as a Private Banking Summer Associate in 2013.1
- Exodus Real Estate: Operated as a Broker from 2009 to 2013.1
Education and Certifications
Yudina holds several professional certifications:
- Chartered Financial Analyst (CFA) from the CFA Institute1
- FINRA Series 6, 63, and 65 licenses1
- Real Estate Broker license1
Entrepreneurial Journey
Yudina's path to entrepreneurship was not initially planned. She originally aimed for a corporate career but found her calling after identifying a significant problem in the financial industry while working at Capital Group. This realization led her to found UNest, a platform designed to help parents save and invest for their children.2
Achievements and Recognition
- Received the First Place in the National Wealth Strategy Analysis Competition from Capital Group1
- Awarded the J. Fred Weston Award for Excellence in Finance by the UCLA Department of Finance1
Personal Insights
Yudina emphasizes the importance of prioritization in running a business. She typically starts her workday at 8 am and balances internal meetings with external engagements. She finds weekends particularly productive for focused work.2 Yudina also acknowledges the challenges faced by women entrepreneurs, noting that they often need to work twice as hard as their male counterparts to achieve similar results.2
Query: Who is Ksenia Yudina, CFA, Co-Founder at Mostt? Their LinkedIn username is kyudina