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FINANCIAL ADVISOR

Aaron Yoon

CFP®, ChFC®, AAMS™, CRPC™, CRPS™
13540 Lake City Way NE, Suite 100, Seattle, WA 98125opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Aaron

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 its value and taught me an important lesson. With the infinite amount of information available at the touch of our fingertips, sound financial advice has never been more important, and that is what I strive to bring to my clients every...

Focus Areas

  • Employee Stock Options
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of WashingtonMasters
  • Western Washington UniversityBachelor of Arts

Personal Interests

  • Animal Rescue
  • Traveling
  • Sailing
  • Running

Team Members

  • Danielle Daviau
    Sr. Branch Office Administrator
  • Austin Eagan
    Associate Financial Advisor
    ABFP™, FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(206) 306-2007

Fax

(866) 615-6175

Office Address

13540 Lake City Way NE
Suite 100
Seattle, WA 98125opens in a new window

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