John Yun
Yun Wealth Management Group at RBC
McLean,
Virginia
About
Company name
Business title
Senior Vice President – Financial Advisor
Professional Profile
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
Professions
Wealth Manager
Functional Expertise
Business development
Business growth
Capital markets
Cash management
Charitable giving
ESOPs
Fiduciary
Finance
Governance
Investments
Philanthropy
Private equity
Retirement
Strategic planning
Trusts
Exit/Transition Planning
Business Focus
C Suite and other pre retirement planning. Exit planning for owners.
Professional Certification
CFP, CEPA, CRPC
Client Industries
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Non-profit
Software/Internet
Chapter information
Membership
DC Metro Individual
Member since
Member for 6 years
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