Luis Yanez
Financial Planning Associate
Financial Planning Associate
Lori Booth-Houle
Maggie Puig
My professional journey to becoming a financial planning associate has been deeply influenced by the lessons I learned from my parents. As the proud son of immigrants, I absorbed the values of hard work and resilience early in life. My parents’ journey from Mexico to the United States filled my childhood with stories of perseverance and grit, which have significantly shaped my identity and career.
Now with more than seven years of experience in the industry, I bring that same passion to my role at TCI Wealth Advisors. I look forward each day to building meaningful relationships with our clients, helping them navigate their financial futures with confidence. Prior to joining TCI, I held a number of roles at Vanguard. Both my personal and professional experiences have helped me learn learned that successful investing is not about chasing trends or short-term gains. Instead, it involves adhering to timeless principles like diversification, maintaining a long-term perspective, and practicing disciplined investment strategies.
Tucson has always held a special place in my heart, and returning feels like coming home. The vibrant community, cultural diversity and stunning desert scenery make it the perfect setting for this new chapter in my life. Upon my return, I discovered TCI Wealth Advisors, a firm that aligns perfectly with my core investment values. As a Financial Planning Associate, I am excited to leverage my passion for connecting with clients and my dedication to financial planning to positively impact the lives of individuals and families in the community.
Outside of work, I love spending time with my partner and children. I am a proud stepparent to two amazing boys. Navigating the challenges of a blended family has taught me patience and adaptability, providing countless opportunities for growth as both a father and a person. Growing up in a small town in the White Mountains of eastern Arizona, I developed a deep appreciation for nature and spend much of our free time hiking, fishing and exploring the hidden gems of Arizona.
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
luis.yanez@tciwealth.comUniversity of Arizona, Eller College of Management
BS in Business AdministrationCycling
Hiking
Cooking
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
luis.yanez@tciwealth.com