WHO WE ARE
fiduciary
Your interests before ours.
independent
Our loyalty is to you,
not to a company.
balanced
Recommendations solely based
on your goals and objectives.
professional
You can expect a pleasant experience working with us.
WealthGuard revolutionizes the way you keep track of your financial accounts. It monitors all of your accounts daily, helping reduce the possible effects of a large market crash and providing you with greater peace of mind.
The WealthGuard Number represents the maximum loss you are comfortable with from the highest value your accounts have reached. It's also the number that WealthGuard uses to give you an early warning when you account may need attention in order to prevent further losses.
We offer WealthGuard free of charge to our clients and prospective clients because we care.
Is your portfolio allocated properly?
Answer 9 simple questions and we'll show you how to position your investments properly.
PRACTICE AREAS
We work with trusted custodians
Paul Yoon
Financial Advisor
Jeff Stukey
Senior VP
Business Development
Randall Kaiden
Estate and Elder Attorney
ABOUT US
As the founder of YOON, Paul Yoon is dedicated to providing guidance to retirees and business owners navigate through a well defined financial planning process.
Mr. Paul Yoon has both securities and insurance licenses (series 65, life and health) and currently in the process of receiving the ChFC® designation through American College of Financial Services. He partners with professionals such as CPAs and attorneys to provide value added service for his clients.
Paul is a contributor for the Forbes magazine and frequently conducts educational seminars hosted by College of the Canyons. He has a bachelor's degree from University of California, Irvine and two master’s degrees from The Master's Seminary and University. He resides in Valencia and enjoys spending time with his wife and three daughters.
Strategic Partnerships
Jeff is the Senior VP of Business Development at Formula Folios. He has been in the financial services industry since 2001, serving in executive level positions for both national marketing organizations and SEC-Registered Investment Advisory firms. Having owned and operated his own RIA, he has an extensive background in asset management, compliance, and training advisors on how to incorporate asset management into financial planning for clients.
Jeff is a graduate of Western Michigan University with a bachelor’s degree in finance.
Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a past President of the National Academy of Elder Law Attorneys Southern California District, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization.
Mr. Kaiden's practice is centered on estate planning, elder care law and the post-death administration of estates. Mr. Kaiden is also experienced with asset protection and government benefits, such as Medicaid, Medi-Cal, Social Security Disability, Medicare, and Veterans Pension Benefits. He additionally holds a master's degree in Tax Law and is VA Accredited to represent claimants before the Department of Veteran's Affairs.
