Yomara Santiago is a solutions oriented professional with over 13 years of experience in the banking and finance industry. She joined Truliant Federal Credit Union in 2021 as a CFS financial advisor. Over the past several years Yomara has acquired a wealth of knowledge while working for Bank of America and Merrill Lynch. Her holistic approach to financing has allowed her to successfully assist her clients with working towards their financial goals. Yomara is bilingual and has the capacity to assist members in English or Spanish. When she is not serving Truliant members, she is spending quality time, cooking, and enjoying trips to the beach with her husband and two daughters.
As a CFS financial advisor, Yomara is intentional and focuses on what matters the most to Truliant members. She is passionate about helping them achieve their short-, mid- and long-term financial goals. She does this by following a robust process that allows her to help members identify their financial priorities and establish a plan that is unique to their individual needs.
Education and Experience
Yomara is a registered representative of CUSO Financial Services, Inc., a broker/dealer offering a wide range of securities products, and a member of FINRA and Securities Investor Protection Corporation (SIPC). She is also a licensed insurance agent with life/health and variable/fixed contract insurance certifications.