John Yun, CFP®, CEPA®, CRPC®

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional helping to simplify and coordinate all aspects of clients financial lives and setting them on the right path. The Yun Group provides advice and guided implementation to improve the financial planning of purpose-driven owners, founders, executives and pre-retirees in multiple states, DC metro and Texas. We bring a refined approach involving a vast array of specialists to identify and bind multiple strategies to help families grow wealth, develop a “master plan” for a work-optional lifestyle and enabling clients to focus on the things that matter most to them. As a Certified Exit Planning Advisor, I advise pre-retirees, Owners and the C-Suite with a team driven, collaborative process of managing details between existing and eventual advisors needed for resulting liquidity events, retirement, exit readiness, exit planning, trust and succession planning along with family governance. The Yun Group is especially passionate about shared charitable causes and philanthropy to help increase purposeful impact for worldwide good.