Jon Yankee , CFP®

Highlights

• CERTIFIED FINANCIAL PLANNER®
• Named for fee-only financial planning in Washingtonian magazine’s list of "Top Financial Advisors" for the seventh issue in a row in 2022
• Named the "Top Vote Getter" in three previous issues of Washingtonian magazine
• Named in Northern Virginia magazine's "Top Financial Professionals" edition under the categories of Financial Planning and Investment Management for the eighth year in 2022
• Adjunct professor at the Edward S. Ageno School of Business at Golden Gate University
• “Mentor” at the FPA’s Residency Program for new advisors in the profession
• Founding member of the George Mason University’s Financial Planning and Wealth Management Advisory Board
• Adjunct professor at George Mason University
• Past speaker at several industry events and conferences focusing on internship programs, hiring practices and strategies, and developing the next generation of owners
• Quoted in publications such as Investment News, Financial Planning, The Journal of Financial Planning, Investment Advisor, CNBC.com, Bloomberg Wealth Manager, Registered Rep., Investor’s Business Daily, Forbes.com, Men’s Health, Financial Week, Bankrate.com, Wall Street Journal Online, and Dow Jones Newswire
• Member of the Investment News Practice Management Advisory Board
• Original member of the CNBC Digital Financial Advisor Council
• Former member of the Board of Directors of the FPA – National Capital Area chapter
• Former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA)
• Named one of the "Top Financial Planners and Advisers" in Washingtonian magazine's "Top Wealth Adviser Hall of Fame"