At an early age, I learned the importance of planning for the future from my parents and as a result, I purchased my first investment at age 18. After graduating from UCLA summa cum laude, I entered the corporate world where I often encouraged my colleagues to plan for retirement. I realized I took great satisfaction inspiring my colleagues to invest, so I followed my passion and became a financial advisor to make a difference in my clients' lives.
In 2010, I opened the first Edward Jones branch office in North Tustin. In the first year of practice, I received the Ted Jones Prospecting Award from Edward Jones.
When you meet with us, we are committed to first finding out what is most important to you and identifying your dreams and goals. We then develop personalized strategies based on your personal financial situation to help you reach those goals. Most importantly, we partner with you and review your goals on a regular basis to make sure you are on track, and make necessary adjustments.
We find that we work best with clients who value our service and desire assistance across multiple complex goals, such as planning for retirement, preparing for the unexpected, creating income in retirement and establishing wealth transfer strategies. For business owners, we understand you value a team of professionals. We will work closely with you and your CPA to establish retirement plans, insurance solutions and succession planning strategies.
I live in North Tustin with my husband, John, a software developer. We enjoy traveling, wine tasting events, hiking, gourmet cooking and visiting family. On weekends, you will likely find us sharing our love of good food with family and friends.
Call or stop by to schedule a visit to discuss what is important to you. (714) 832-0800.
Office Address12341 Newport Avenue
North Tustin, CA 92705
Phone NumberYvonne Kuhn at (714) 832-0800
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