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Rafael J. Yurk

Pittsburgh Financial Planners, Inc.

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About Rafael J. Yurk

Rafael J. Yurk is a Registered Investment Advisor representative with Pittsburgh Financial Planners, Inc. based in BRIDGEVILLE, PA. Rafael joined Pittsburgh Financial Planners, Inc. in January 2025. Rafael obtained his license to become a Registered Investment Advisor representative in January 2025. Rafael has passed the Uniform Investment Adviser Law Examination. Rafael has experience in various industries, including education, retail, and tutoring. Rafael specializes in financial planning and portfolio management for both individuals and businesses. Rafael is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Rafael Yurk is currently registered with Pittsburgh Financial Planners, Inc.. Pittsburgh Financial Planners, Inc. is a Corporation based in BRIDGEVILLE, PA, United States. The firm was formed on July 14, 1983 and is currently Terminated. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and irrevocable trusts. They manage approximately $137,056,147 in assets.
Pittsburgh Financial Planners, Inc.

1195 WASHINGTON PIKE

BRIDGEVILLE, PA 15017

$137.06M

Assets Under Management

9

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management by other money managers

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Rafael Yurk’s Registration & Firm History

PA

01/13/2025 - Present

Pittsburgh Financial Planners, Inc. (BRIDGEVILLE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rafael J. Yurk.
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