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Yvonne Kuhn, Financial Advisor

FINANCIAL ADVISOR
Yvonne Kuhn

CFP®
12341 Newport Avenue, Suite B-100, North Tustin, CA 92705opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

About Yvonne

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 for their future, 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...

Work History

  • Edward JonesJanuary 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of California-Los AngelesBachelor of Arts

Personal Interests

  • Traveling
  • Health & Nutrition
  • Hiking
  • Home Improvement
  • Fine Dining

Team Members

  • Eleana Nunez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(714) 832-0800

Fax

(877) 479-2043

Office Address

12341 Newport Avenue
Suite B-100
North Tustin, CA 92705opens in a new window

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