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.

Media Contact
Ken Zeszutko (321) 213-1818 kenz@zcorppr.com