Joseph S Yoon, CFP®, CIMA®

Good financial planning is about your goals and purpose. I help people build their plan based on their goals and purpose.

cerosfs.com

americanexpress.com

onedigital.com

aboutschwab.com

advisorshares.com

castlehill.consulting

cmgprivatewealth.com

Contact info

josephyoon

Experience

Senior Vice President- Financial Advisor

QM Advisors

• www.linkedin.com/company/qm-advisors

May 2024 - Present

Great Falls, Virginia, United States

Consultant

Castle Hill Consulting, LLC

• www.linkedin.com/company/castle-hill-consulting-llc

Jun 2015 - Present

Washington D.C. Metro Area

Vice President Retirement Services

OneDigital

• www.linkedin.com/company/weareonedigital

May 2022 - Mar 2024

Reston, Virginia, United States

Relationship Manager

TimeScale Financial

• www.linkedin.com/company/timescalefinancial

Jan 2021 - Dec 2023

Washington DC-Baltimore Area

Chief Compliance Officer

AOG Wealth Management Inc.

• www.linkedin.com/company/aog-wealth-management-inc-

Aug 2019 - Dec 2020

Great Falls, Virginia, United States

Senior Wealth Advisor

AOG Wealth Management Inc.

• www.linkedin.com/company/aog-wealth-management-inc-

Mar 2019 - Dec 2020

Great Falls, Virginia, United States