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. 

How WealthGuard Works

We offer WealthGuard free of charge to our clients and prospective clients because we care.

Want to see how long your retirement income will last?

It's quick and easy.

Is your portfolio allocated properly? 
Answer 9 simple questions and we'll show you how to position your investments properly.
 

PRACTICE AREAS

Forbes.jpg
 
Paul Yoon
Financial Advisor
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Derek Prusa, CFA, CFP®
Senior Market Analyst
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Jeff Stukey
Senior VP
Business Development
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Randall Kaiden
Estate and Elder Attorney
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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

Derek Prusa is the Senior Market Analyst for FormulaFolios Investments, where he researches financial market conditions and selects the best investment strategies for FormulaFolios’ proprietary models. (FormulaFolios Investments is a top 10 fastest-growing private companies in 2016 and 2017 according to Inc. 500.)

Mr. Prusa graduated Summa Cum Laude from Ferris State University in 2012 with a bachelor’s degree in Investment Finance. He received the Delta Sigma Pi Scholarship Key as well as the College of Business Student Excellence Award for his academic accomplishments. Derek received his CFP® designation and became a CFA charter holder in 2014. In 2015, he was named in LifeHealthPro’s 30 under 30.

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.

 
 

CONTACT US

(818) 378-3998

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.  YOON and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that YOON and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. CA insurance license # 0I14324. CRD # 6210346.

Investment Adviser Public Disclosure

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