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TESTIMONIALS

Paul's services have been absolutely essential for me and my family. From the beginning Paul has been professional, helpful, current and a true friend. He is knowledgable and an expert in his field. One of my favorite things about Paul is that he isn't just looking after my money, he is looking after my family. I recommend Paul to everyone and I can't say thank you enough.

- Brian Henderson (Santa Clarita, CA)

After encountering many sales people cloaked in the title “financial planner”, I was slightly hesitant to meet with Paul at first. His approach, care, and attention to detail from the beginning showed me that he was a true professional that I could trust. His service to me and my family has been invaluable. He put together a holistic plan for myself, wife, and 4 children that not only spanned my lifetime, but that of the next generation as well. His care, coaching, and depth of knowledge in his field prove him to be a very kind, competent, and skilled professional. I write this solely out of a desire for more people to benefit from Paul’s professional expertise and recommend him to those closest to me.

 

- Adam Avilla (Reno, NV)

After enjoying David McKnight's book, "The Power of Zero", my wife and I attended a seminar at the College of the Canyons by Mr. Paul Yoon. I was impressed with his knowledge and insights about retirement strategies and we decided to meet with him privately at his office. After several meetings, we decided to move forward with his services. Mr. Yoon's knowledge, expertise, sound advice, and honesty makes me feel good about my family's financial future. Mr. Yoon is the ULTIMATE professional in this field. I would recommend his services to anyone who is serious about their financial future. Sincerely,

- Abraham "Apo" Yessayan (Valencia, CA)

My wife Betsy and I are at the age where we need to make some very important financial decisions. Paul helped us not only get organized with so many intricate items, but he is also available to help us when other important decisions need to be addressed in the future, especially if my wife becomes a widow. I know that she is in good hands and I trust that Paul Yoon will be looking out for her best interests. Paul was never pushy in anything he did with us and was very patient in answering our questions. He also patiently helped us come up with a solid plan for our retirement resources. My wife and I are both glad that we were introduced to Paul. In fact, we wish we had met him earlier! Without reservation, both my wife Betsy and I wholeheartedly recommend Paul Yoon for anyone looking for a trustworthy and capable professional. You won’t regret it. Sincerely yours,

- Dr. Gregory H. Harris (Santa Clarita, CA) 

 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Yoon Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Yoon Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information. 

 

CA insurance license # 0I14324. CRD # 6210346.

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