Joseph S Yoon, Cfp®, Cima®

Joseph S Yoon, Cfp®, Cima® Email and Phone Number

Washington, DC, US
Joseph S Yoon, Cfp®, Cima®'s Location
Great Falls, Virginia, United States, United States
Joseph S Yoon, Cfp®, Cima®'s Contact Details

Joseph S Yoon, Cfp®, Cima® personal email

Joseph S Yoon, Cfp®, Cima® phone numbers

About Joseph S Yoon, Cfp®, Cima®

TimeScale Financial is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence, however they define it. Through our "Plan Empowered" approach, our talented and caring team of professionals partner with individuals and businesses to help them accomplish their unique goals. *For individuals, this is a relationship based on financial empowerment and measuring what matters to them. *For plan sponsors, this is a relationship based on fiduciary excellence and creating optimally managed retirement plans with access to meaningful employee guidance. TimeScale Financial has physical offices in Danvers, MA and Reston, VA; along with virtual capabilities to support our clients throughout the United States.Whatever is important to you, is what matters to us. Plan Empowered.Investment Advice offered through OneDigital Investment Advisors, an SEC-Registered investment adviser and wholly owned subsidiary of OneDigital.

Joseph S Yoon, Cfp®, Cima®'s Current Company Details
Castle Hill Consulting, LLC

Castle Hill Consulting, Llc

View
Consultant
Washington, DC, US
Employees:
1
Joseph S Yoon, Cfp®, Cima® Work Experience Details
  • Castle Hill Consulting, Llc
    Consultant
    Castle Hill Consulting, Llc
    Washington, Dc, Us
  • Qm Advisors
    Senior Vice President- Financial Advisor
    Qm Advisors May 2024 - Present
    Atlanta, Georgia, Us
    JURISDICTIONAL DISCLOSUREAdvisory Services offered through QM Advisors, LLC an Investment Adviser registered with the State of Georgia.NOT A RECOMMENDATIONThe company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.PAST PERFORMANCEPast performance of investments is no indication of future results.TAX AND LEGAL ADVICEInformation found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.THIRD PARTY POSTSThird-party posts that appear on this social media site have not been reviewed or approved by QM Advsors, LLC or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of QM Advisors, LLC or its advisers. Some third-party posts may be reviews or testimonials. QM Advisors, LLC does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients.DIRECT MESSAGING DISCLOSUREQM Advisors, LLC is not responsible for content posted by third parties. QM Advisors, LLC and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
  • Castle Hill Consulting, Llc
    Consultant
    Castle Hill Consulting, Llc Jun 2015 - Present
    Great Falls, Va, Us
  • Onedigital
    Vice President Retirement Services
    Onedigital May 2022 - Mar 2024
    Atlanta, Ga, Us
  • Timescale Financial
    Relationship Manager
    Timescale Financial Jan 2021 - Dec 2023
  • Aog Wealth Management Inc.
    Chief Compliance Officer
    Aog Wealth Management Inc. Aug 2019 - Dec 2020
    Reston, Virginia, Us
  • Aog Wealth Management Inc.
    Senior Wealth Advisor
    Aog Wealth Management Inc. Mar 2019 - Dec 2020
    Reston, Virginia, Us
  • Charles Schwab
    Vice President- Financial Consultant
    Charles Schwab Apr 2016 - Jan 2019
    Westlake, Texas, Us
  • Advisorshares
    Executive Vice President Of Advisor Services
    Advisorshares Mar 2014 - May 2015
    Bethesda, Md, Us
  • Cmg Capital Management Group, Inc.
    Vice President Institutional Sales
    Cmg Capital Management Group, Inc. Oct 2012 - Oct 2013
    Malvern, Pennsylvania, Us
    I am responsible for maintaining and cultivating advisor relationships in the Northeast (ME, VT, NH, MA, CT, RI) and Mid-Atlantic (NJ, DE, MD, DC, VA, WV, NC, SC) for CMG.
  • Ceros Financial Services, Inc.
    Director Of Business Development
    Ceros Financial Services, Inc. Sep 2009 - Oct 2012
    Rockville, Maryland, Us
  • Rydex Financial Services
    Director, Business Development
    Rydex Financial Services Dec 2006 - Aug 2009
  • Rydex Financial Services
    Manager, Business Development
    Rydex Financial Services May 2006 - Dec 2006
  • Rydex Financial Services
    Business Analyst
    Rydex Financial Services Jun 2005 - May 2006
  • Rydex Financial Services
    Relationship Manager
    Rydex Financial Services Dec 2003 - May 2005
  • Rydex Financial Services
    Client Service Manager
    Rydex Financial Services Dec 2001 - Dec 2003
  • Rydex Financial Services
    Accountant
    Rydex Financial Services Dec 2000 - Dec 2001
  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors 2000 - 2000
    Us

Joseph S Yoon, Cfp®, Cima® Skills

Series 7 Mutual Funds Investments Series 63 Asset Allocation Executive Compensation Planning Strategy Small Business Retirement Plans College Planning 401k Rollovers Charitable Giving Financial Services Investment Advisory Asset Management Portfolio Management Financial Advisory Alternative Investments Securities Equities Wealth Management Business Development Leadership Trading Investment Strategies Hedge Funds Retirement Planning Strategic Planning Fixed Income

Joseph S Yoon, Cfp®, Cima® Education Details

  • The Johns Hopkins University
    The Johns Hopkins University
    Economics
  • Yale School Of Management
    Yale School Of Management
    Certified Investment Management Analyst® (Cima®)
  • Georgetown University
    Georgetown University
    Financial Planning
  • Lexington High School
    Lexington High School

Frequently Asked Questions about Joseph S Yoon, Cfp®, Cima®

What company does Joseph S Yoon, Cfp®, Cima® work for?

Joseph S Yoon, Cfp®, Cima® works for Castle Hill Consulting, Llc

What is Joseph S Yoon, Cfp®, Cima®'s role at the current company?

Joseph S Yoon, Cfp®, Cima®'s current role is Consultant.

What is Joseph S Yoon, Cfp®, Cima®'s email address?

Joseph S Yoon, Cfp®, Cima®'s email address is jy****@****ail.com

What is Joseph S Yoon, Cfp®, Cima®'s direct phone number?

Joseph S Yoon, Cfp®, Cima®'s direct phone number is +144383*****

What schools did Joseph S Yoon, Cfp®, Cima® attend?

Joseph S Yoon, Cfp®, Cima® attended The Johns Hopkins University, Yale School Of Management, Georgetown University, Lexington High School.

What skills is Joseph S Yoon, Cfp®, Cima® known for?

Joseph S Yoon, Cfp®, Cima® has skills like Series 7, Mutual Funds, Investments, Series 63, Asset Allocation, Executive Compensation Planning, Strategy, Small Business Retirement Plans, College Planning, 401k Rollovers, Charitable Giving, Financial Services.

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