Melbourne, Florida (May 19, 2025) – Three Bridges Planning has announced the addition of Andres
Yepes, CFP® (CERTIFIED FINANCIAL PLANNER®), as Director of Risk Management and Insurance. His arrival
to the team reinforces the firm’s dedication to comprehensive financial planning and expands his ability to serve
clients at the highest level.
In this role, Yepes will provide a variety of services to clients, including tax planning, financial planning, investment
management, retirement strategies, and risk management and insurance. Prior to joining Three Bridges Planning,
Yepes served as an independent wealth advisor and financial planner. He also served as a financial advisor at
Raymond James and branch manager at Chase Bank.
“I’m excited to join a firm where I can collaborate with such a strong and knowledgeable leadership team,” said
Yepes. “I’m also impressed with the high level of community involvement here, which is important to me. The
culture is just an excellent fit all the way around.”
A graduate of the University of Central Florida with a degree in finance, Yepes is a CERTIFIED FINANCIAL
PLANNER® professional. He is also an active board member for both the Brevard Alzheimer’s Foundation and
the Melbourne Regional Chamber.
Brian Laughlin, CFP®, AIF® (Accredited Investment Fiduciary) Director of Financial Planning at Three Bridges
Planning, expressed enthusiasm about this new partnership.
“Andres is a perfect addition and we’re so glad to have him here,” Laughlin said. “As our firm continues to grow,
we’re always seeking highly talented advisors like Andres to help deliver exceptional service to our clients. He’s the
second CERTIFIED FINANCIAL PLANNER® professional on the team and is a well-respected member of the
community.”
A 20-year Brevard County resident, Yepes lives in Viera with his wife and four children. He brings a depth of
expertise in helping clients organize their financial lives through a comprehensive planning process.
He is fluent in both Spanish and English.
“It has always been a joy for me to work with clients in their pursuit of financial success,” Yepes said. “I’ve helped
people achieve a wide range of objectives, including building retirement savings, managing wealth and even
planning out their charitable giving. I’m looking forward to putting that experience to work here.”
Brendan McCarthy, Director of Wealth Management at Three Bridges Planning added, “We’ve known Andres for
many years, both personally and professionally, and have always held him in the highest regard. He’s a natural fit
for our team.”
Three Bridges Planning, based in Melbourne, Fla., is an independent wealth management practice firm providing
clients with tax planning, financial planning and investment management.
Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC. Investment advisory services
offered through Kestra Private Wealth Services, LLC. Three Bridges Planning is a member firm of Kestra Private
Wealth Services, LLC, an affiliate of Kestra IS. Three Bridges Planning and Kestra IS are not affiliated.
Visit www.threebridgesplanning.com for more information
