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
Dean Zayed, JD, CFP
CEO, Brookstone
Mark DiOrio, CFA
Chief Investment Officer
Robyn Yoon
Marketing Director
Randall Kaiden
Estate and Elder Attorney
ABOUT US
Paul Yoon is dedicated to providing guidance to individuals and business owners navigate through a well defined financial planning process.
As a fiduciary financial advisor, Paul makes recommendations and implements investments that are best suited for each client. He partners with professionals such as CPAs and attorneys to provide value added service for his clients.
Paul is a contributor for the Forbes magazine and a speaker for financial educational seminars hosted by 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 Santa Clarita and enjoys spending time with his wife and three daughters.
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally-managed portfolios. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth.
BA, Economics, Northwestern University
JD, Northwestern University School of Law.
Masters, Taxation (LLM), Chicago-Kent College of Law.
Certified Financial Planner (CFP®)
Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. He leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies.
Prior to joining Brookstone, he was responsible for launching and managing an investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal and is a member of the CFA Institute and CFA Society of Chicago.
MBA, Benedictine University
BA, Eastern Illinois University
Chartered Financial Analyst (CFA).
Robyn combines her artistic talent and kind spirit to develop a pathway for 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.
Partnership
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.
