“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®, CM&AA®
Senior Wealth Advisor
Fairfax
As a Senior Wealth Advisor at PBMares Wealth Management, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. Wealth often represents years of hard work and sacrifice, so his disciplined approach and fiduciary standards seek to achieve financial harmony with each family’s unique personal and business goals.
Daniel brings over a decade of experience from a top 5 global wealth management firm to PBMares Wealth Management. He has guided many business owners through exits, succession, and valuation optimization by leveraging his Certified Exit Planning Advisor® and Certified Merger & Acquisition Advisor® designations.
Daniel is a CERTIFIED FINANCIAL PLANNER™ professional through Northwestern University. He also passed Level II of the CFA exam, demonstrating his commitment to real-world portfolio management skills. He holds a Bachelor of Science in Information Systems from Boston University’s School of Business.
When he’s not helping clients, Daniel prioritizes quality time with his family. He strategically built his life around Fairfax to minimize commutes and maximize moments with his wife Melanie and their children, Sophie and Caleb.
Questions? Schedule time with Dan using Calendly.
Insights Authored by Daniel H. Yoo, CFP®, CEPA®, CM&AA®
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