Yosef Wilner is a Financial Representative with Planning Alliance. He joined Planning Alliance in September 2024. Prior to Planning Alliance, Yosef managed a coffee roastery.
As a second-generation life insurance agent, Yosef’s mission is to help young couples, business owners, and professionals build financial protection with confidence. Yosef is committed to making the process simple and stress free by providing clear guidance and thoughtful solutions. He is dedicated to supporting his clients through every step.
In Yosef’s free time, he enjoys traveling, exploring, sports, music, and spending time with his friends.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.