“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.
Insights Authored by Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Webinar Recording | Unveiling the Stock Market’s Political Dance
This exclusive live broadcast from PBMares Wealth Management offers a look at the 2024 election season and how politics can affect the investment world.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Family Love Letter Bridges the Gap Between Generations
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Strategies for Managing Concentrated Stock
Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.