Jonathan Yoo

Financial Advisor

jyoo@tempuswp.com

949.335.1550

Jonathan Yoo is a Wealth Manager at Tempus Wealth Planning. He holds a Master's degree from The University of California, San Diego. Following his graduation, Jonathan began his career as a biotechnology/healthcare investment analyst at a venture capital firm before advancing to a role at TD Ameritrade Institutional.

At Tempus, Jonathan specializes in helping clients grow and protect their wealth, whether they are planning for retirement or already retired. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has extensive experience in building comprehensive financial plans that help clients achieve their financial goals. As a fiduciary, Jonathan values Tempus’ culture of providing unbiased financial advice and enjoys getting to know each client’s unique story and financial needs.

The most rewarding part of his job is assisting clients in reaching their financial goals, whether it is funding their children's college education, retiring earlier than expected, or ensuring their investments continue to safely grow during retirement to fully enjoy their golden years. 

Originally from Arizona, Jonathan loves California's weather and enjoys outdoor activities. Outside of the office, you can often find him at the beach, on the golf course, or dining out with friends.