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.
RISKALYZE
Do you know your Risk Number?
Riskalyze is a tool that helps us as advisors identify the risks our clients are exposed to within their portfolios. Risk numbers are used to gauge the amount of risk an investment is taking. The higher the number, the higher the chance for losses.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
First, take a 5 minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with Yoon Wealth Management.
Is your portfolio allocated properly?
Fill out this helpful questionnaire and we'll show you how to position your investments properly.
We work with trusted custodians
Paul Yoon
CEO, Financial Advisor
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Ashton Tucker
CEO, Tucker Wealth
Lloyd Domingos
COO, Tucker Wealth
Chris Wharton
VP, Tucker Wealth
Eileen Hopkins
Operations Specialist, Tucker Wealth
Robyn Yoon
Marketing Director
Randall Kaiden
Estate and Elder Attorney
ABOUT US
Paul Yoon is a fiduciary financial advisor with his professional office located in San Juan Capistrano. He is dedicated to providing thoughtful guidance and oversight for his clients as they navigate through their financial journey. As a fiduciary, Paul recommends and implements investment strategies that meets each client's best interest.
Paul was a contributor for the Forbes magazine and speaks at colleges and community centers. He has a bachelor's degree from University of California, Irvine (and two master’s degrees). He resides in Dana Point with his wife and three daughters.
Ashton Tucker is a principal at Tucker Wealth, a corporate registered investment advisor supporting independent advisors. He leads the firm’s strategic initiatives across investment platform development, advisor growth, and operational scalability. Ashton oversees teams responsible for advisor support and growth, focusing on building systems, technology, and investment solutions that help advisors efficiently scale their businesses.
As the Chief Compliance Officer and Chief Financial Officer of Tucker Wealth, Lloyd Domingos ensures the firm’s operational excellence and regulatory integrity and oversees the strategic support framework for independent advisors, equipping them with top-tier resources in comprehensive financial planning. With over 25 years of diverse financial services experience, Lloyd brings a seasoned, strategic perspective to the firm’s executive leadership team.
Chris Wharton serves as Vice President of Wealth Management at Tucker Wealth, where he works closely with advisors to support business growth, investment implementation, and practice development. He also collaborates with advisors on portfolio construction, client strategy, and operational efficiency, helping them deliver a streamlined and scalable client experience. Chris has been in the financial services industry for over a decade and holds his Series 65 license, along with life and health insurance licenses.
Eileen Hopkins serves as Operations Specialist, helping open new accounts and manage existing ones with accuracy and efficiency. She takes pride in keeping processes organized and running smoothly, and is known for being dependable and solutions-focused.
Robyn Yoon combines her artistic talent and kind spirit to develop a pathway for prospective clients to get in touch with us. She has a bachelor's degree from the Master's University and is a homeschool mother of three.
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
(949) 264-0182 (Office)
(818) 378-3998 (Mobile)