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MEMBER PROFILE

 

John Yun

Yun Wealth Management Group at RBC

 

Member profile details

Membership level
DC Metro
First name
John
Last name
Yun
Title
Senior Vice President – Financial Advisor
Company
Yun Wealth Management Group at RBC
 

CONTACT INFORMATION

City
McLean
State
Virginia
 

PROFILE INFORMATION

Call me when
you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Capital markets
  • Cash management
  • Charitable giving
  • ESOPs
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Governance
  • Investments
  • Philanthropy
  • Private equity
  • Retirement
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Non-profit
  • Software/Internet
Professional Certification(s)
CFP, CEPA, CRPC
In Business Since
1996
Business Focus
C Suite and other pre retirement planning. Exit planning for owners.
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