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Specialties
Yudit Silveira is a Financial Advisor with over a decade of experience in personal, business, and estate planning.
Since 2013, she has proudly served as an Agent with New York Life, an Investment Adviser Representative with Eagle Strategies LLC, and a Registered Representative with NYLIFE Securities LLC. Yudit is also an Eagle Member—a distinction reserved for an elite group of just 30 advisors nationwide—and the Founder and Principal of Silveira Financial Group LLC, a full-service boutique financial firm dedicated to comprehensive, client-centered planning. Yudit’s clients include business owners, high-net-worth families, and highly compensated executives. Her mission is to promote holistic financial planning, addressing every aspect of her clients’ financial lives. Through thoughtful guidance, disciplined investment strategies, and ongoing partnership, she helps her clients achieve financial stability, sustainable growth, and long-term peace of mind. She frequently collaborates with tax and estate attorneys, accountants, and CPAs to design and implement advanced, integrated financial strategies tailored to each client’s unique goals. Her commitment to excellence has earned her numerous accolades, including membership in the Million Dollar Round Table (MDRT)—a global recognition of the top professionals in the financial services industry—as well as Executive and President’s Council honors with New York Life for outstanding performance and client service. Yudit holds an extensive licensing and credential portfolio, including life, health, and variable annuity insurance, as well as multiple FINRA registrations (Series 6, 7, 63, 65, and SIE). She is a Chartered Financial Consultant (ChFC®) and Wealth Management Certified Professional (WMCP®), both designations awarded by The American College of Financial Services. Originally from Cuba, Yudit earned her Bachelor’s degree in Physical Education from Manuel Piti Fajardo University, where she was an integral member of the Taekwondo Team. Her lifelong passion for sports continues to influence her approach to discipline, resilience, and teamwork—qualities she brings to every client relationship. Yudit’s “why” as a financial advisor is simple yet profound: to make a tangible, positive difference in people’s lives by helping them build confidence in their financial future.
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Always free for clients.
ChFC, WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Silveira Financial Group is not owned or operated by Eagle Strategies LLC or its affiliates. If you do not wish to receive email communications from Eagle Strategies LLC and/or Silveira Financial Group