Two weeks after my 16th birthday, I started my career in the financial services industry working for a local savings and loan bank. With the advice of my supervisor at the time, I started investing in the employee stock purchase plan and enrolled in the company 401(k) plan. In 2008, the bank failed and the company stock lost all it's value and taught me an important lesson. With the infinite amount of information available at the touch of our fingertips, sound advice has never been more important and that is what I strive to bring to my clients every day.
In 2009, I joined Edward Jones as a financial advisor in Seattle, WA. As a financial advisor, I find out what's important to you, use an established process to build personalized strategies to reach your goals and, finally, partner with you throughout your life to help keep you on track.
By achieving additional certifications such as the AAMS™, CRPC™ and CRPS™ designations, I bring a comprehensive approach to looking at your overall retirement picture and making recommendations based on your best interests. I work closely with your CPAs, estate and tax attorneys, insurance agents and other professionals to make sure all aspects of your financial strategy are in sync with one another.
I invite you to contact my office for a complimentary 'get acquainted' meeting. My senior branch office administrator, Danielle Daviau, would be delighted to schedule us a time to meet. In this meeting, we will see if we're a good fit and if there is an opportunity for us to work together. Thank you for visiting my page and I look forward to hearing from you soon.
- Employee Stock Options
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
Phone NumberAaron Yoon at (206) 306-2007
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