“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 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®