WHO WE ARE

  • Fiduciary. Your interests before ours.
  • Independent. Our loyalty is to you, not to a company.
  • Balanced. Our recommendations are based on your goals and objectives. We believe that protection and growth are both important aspects of financial planning. Although we may recommend products when appropriate, we are not product driven.
  • Professional. We are not transactional. You will not be pressured to take any action that you're not comfortable with.
Let us show you our value and you can take ample time to decide if you would like to work with us. Request a complimentary consultation
 
 
         Planned Giving 
  • Retirement Planning
    Tax Optimization
    Income Planning
    Social Security Optimization 

     
  • Estate Planning
    Estate Tax Mitigation 
    Trusts (by our partner attorneys)

     
  • Business Planning
    Valuation and Exit Strategy

    Buy/Sell Agreements (by our partner attorneys)
    Employee Benefits 

PRACTICE AREAS

ABOUT US

Paul Yoon
Financial Advisor
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Rose Smith
Front Desk
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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As the founder of YOON, Paul Yoon is dedicated to providing guidance to professionals 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 comprehensive financial services for his clients. 

Paul is a contributor for the Forbes magazine and frequently conducts educational seminars hosted by the 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 as well as being involved in the local church.  

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Rose assists with client services. She is a graduate of California State University, Northridge with a bachelor's degree in graphic design.

Rose is a California native and resides in Valencia with her husband, two children, and a dog.

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 Masters in Tax and is VA Accredited to represent claimants before the Department of Veteran's Affairs.

 
 

23504 Lyons Ave. Suite 107

Newhall, CA 91321

paul@yoonretirement.com
661.254.2543 (Main)

To request a complimentary consultation or to ask a question, please fill in the following form:

 

CONTACT US

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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