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Joseph S Yoon, Cfp®, Cima® Email & Phone Number
Consultant
at
Castle Hill Consulting, LLC
2 phones found
area 443
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Consultant
Location
Great Falls, Virginia, United States
Company size
Who is Joseph S Yoon, Cfp®, Cima®? Overview
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Quick answer
Joseph S Yoon, Cfp®, Cima® is listed as Consultant at Castle Hill Consulting, LLC, a company with 1 employees, based in Great Falls, Virginia, United States. AeroLeads shows phone signal with area code 443 and a matched LinkedIn profile for Joseph S Yoon, Cfp®, Cima®.
Joseph S Yoon, Cfp®, Cima® previously worked as Senior Vice President- Financial Advisor at Qm Advisors and Vice President Retirement Services at Onedigital. Joseph S Yoon, Cfp®, Cima® holds Ba, Economics from The Johns Hopkins University.
Company email context
Email format at Castle Hill Consulting, LLC
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Castle Hill Consulting, LLC
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Profile bio
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.
Listed skills include Series 7, Mutual Funds, Investments, Series 63, and 24 others.
Current workplace
Joseph S Yoon, Cfp®, Cima®'s current company
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Castle Hill Consulting, Llc
18 roles · 26 years
Joseph S Yoon, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Senior Vice President- Financial Advisor
CurrentJURISDICTIONAL 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.
May 2024 - Present
Consultant
Current
Jun 2015 - Present
Vice President Retirement Services
May 2022 - Mar 2024
Relationship Manager
Timescale Financial
Jan 2021 - Dec 2023
Chief Compliance Officer
Aug 2019 - Dec 2020
Senior Wealth Advisor
Mar 2019 - Dec 2020
Vice President- Financial Consultant
Apr 2016 - Jan 2019
Executive Vice President Of Advisor Services
Mar 2014 - May 2015
Vice President Institutional Sales
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.
Oct 2012 - Oct 2013
Director Of Business Development
Sep 2009 - Oct 2012
Director, Business Development
Rydex Financial Services
Dec 2006 - Aug 2009
Manager, Business Development
Rydex Financial Services
May 2006 - Dec 2006
Business Analyst
Rydex Financial Services
Jun 2005 - May 2006
Relationship Manager
Rydex Financial Services
Dec 2003 - May 2005
Client Service Manager
Rydex Financial Services
Dec 2001 - Dec 2003
Accountant
Rydex Financial Services
Dec 2000 - Dec 2001
Financial Advisor
2000 - 2000
4 education records
Joseph S Yoon, Cfp®, Cima® education
Ba, Economics
The Johns Hopkins University
Certificate, Certified Investment Management Analyst® (Cima®)
Yale School Of Management
Certificate In Financial Planning (Cfp®), Financial Planning
Georgetown University
Education record
Lexington High School
FAQ
Frequently asked questions about Joseph S Yoon, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
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 Castle Hill Consulting, LLC?
Joseph S Yoon, Cfp®, Cima® is listed as Consultant at Castle Hill Consulting, LLC.
What is Joseph S Yoon, Cfp®, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 443 for Joseph S Yoon, Cfp®, Cima® at Castle Hill Consulting, LLC.
Where is Joseph S Yoon, Cfp®, Cima® based?
Joseph S Yoon, Cfp®, Cima® is based in Great Falls, Virginia, United States while working with Castle Hill Consulting, LLC.
What companies has Joseph S Yoon, Cfp®, Cima® worked for?
Joseph S Yoon, Cfp®, Cima® has worked for Castle Hill Consulting, Llc, Qm Advisors, Onedigital, Timescale Financial, and Aog Wealth Management Inc..
How can I contact Joseph S Yoon, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Joseph S Yoon, Cfp®, Cima® at Castle Hill Consulting, LLC, including work email, phone, and LinkedIn data when available.
What schools did Joseph S Yoon, Cfp®, Cima® attend?
Joseph S Yoon, Cfp®, Cima® holds Ba, Economics from The Johns Hopkins University.
What skills is Joseph S Yoon, Cfp®, Cima® known for?
Joseph S Yoon, Cfp®, Cima® is listed with skills including Series 7, Mutual Funds, Investments, Series 63, Asset Allocation, Executive Compensation Planning, Strategy, and Small Business Retirement Plans.
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