John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro

John Yun

Senior Vice President – Financial Advisor

McLean, Virginia

Professional Profile

Call Me When

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

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, CEPA, CRPC

    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.

    Transition Planning Certification

    Client Industries

  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Non-profit
  • Software/Internet
  • Client Results

    Membership

    DC Metro

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX