“We can enjoy the shade today because of trees planted long ago. That’s why I believe in helping my clients achieve an enduring financial vision and lasting generational impact.”
Daniel H. Yoo, CFP®, CEPA®
Senior Wealth Advisor
Fairfax
Daniel Yoo is a Senior Wealth Advisor who simplifies the financial lives of entrepreneurs, executives, and their families. He believes in the good stewardship of wealth that often represents years of hard work and sacrifice. He delivers comprehensive planning and fiduciary advice to help his clients achieve financial harmony with their personal and business goals.
Before joining PBMares Wealth Management, Daniel spent over a decade with a top 5 global wealth management firm. He is a CERTIFIED FINANCIAL PLANNER™ professional, having completed the CFP Board’s rigorous standards through Northwestern University. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy. He recently passed Level II of the CFA Exam, which is globally recognized as the mark of distinction for real-world portfolio management skills. He holds a Bachelor of Science in Information Systems from Boston University’s School of Business.
Daniel lives in Fairfax with his wife Melanie, their daughter Sophie, and their Lab-Beagle mix Demi.
Insights Authored by Daniel H. Yoo, CFP®, CEPA®
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Family Love Letter Bridges the Gap Between Generations
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Strategies for Managing Concentrated Stock
Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.