Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Juliana Yoon, CRPC®
Financial Planner
Our mission is to provide you with premiere financial planning services. We take the time to understand your unique circumstances, values, and goals. We develop sound individualized financial strategies and provide comfort and understanding in these times of confusion and uncertainty. Above all else, we value the ongoing relationships that we developed with individuals, families, and organizations.
Juliana Yoon has been a financial professional with Osaic Wealth and its acquisition of Lincoln Financial Advisors since 2008. She started her career in 2000 with an investment bank in Silicon Valley and then transitioned to an international Fortune 500 financial services firm as a Financial Consultant.
"My objective is to work with individuals through the roadmap of building and protecting their wealth. I consider myself to be my clients’ financial partner and a catalyst for action."
Juliana studied Economics at the University of California, Los Angeles and graduated with honors from California State University, Northridge in Business Administration & Finance. She holds designations of Chartered Retirement Planning Counselor (CRPC®) and Personal Financial Planner (PFP®) from UCLA. Juliana is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificate candidate and earned her Masters in Business Administration from the University of Arizona Eller College.
Juliana is a Los Angeles native and currently resides in the South Bay area of Southern California. She is passionate about travel, vegetarian cooking, and animal welfare. Juliana runs a pet adoption & foster program and volunteers as an international transporter for rescue dogs.
Professional background
- Osaic Wealth (formerly Lincoln Financial Advisors) – Financial Planner (current)
- AXA Advisors – Financial Consultant
- Goldman Sachs – Marketing Consultant
Registrations, Licenses and Credentials
- Series 7 Registration, General Securities Representative
- Series 66, Investment Advisor Representative
- Licensed Life, Health, and Disability Income Agent
- Member, Financial Planning Association
- Member, Los Angeles Estate Planning Council
Home Office Resources
Jon Lee, CFP®, ChFC®
Sr Consultant of Planning
Area of expertise: Comprehensive Financial Planning, Estate Planning , Business Succession
Education: University of California, Davis, Bachelor’s in Physiology and Psychology
Aaron Huntoon, MBA, CRPC®, CBEC®
Sr Consultant of Planning
Area of expertise: Charitable Planning, Financial Planning for High Net-Worth Clients
Education: Regis University, Master’s in Business Administration
Loren Peters, AWMA®, APMA®
Financial Planner
Area of Expertise: Portfolio Management, Comprehensive Financial Planning
Education: University of California, Los Angeles in Economics
Daniel Carlson, JD*
Sr Consultant of Planning
Area of expertise: Estate Planning, Tax Planning
Education: Suffolk University Law School, Juris Doctor
*Licensed but not practicing on behalf of Lincoln Financial Advisors