Yeon Joo

Investment Operations Associate at Aspiriant - Los Angeles, CA, US

Yeon Joo's Colleagues at Aspiriant
Laura Mertz

Associate - Wealth Management

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Sandra Cfp

Director - Wealth Management, Partner

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Joe Cornwall

Director - Business Applications

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Lina Chsnc

Senior Associate - Wealth Management

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Fernando Sanchez

Senior Associate - Wealth Management

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Nick Ruzette

Manager - Wealth Management

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Yeon Joo's Contact Details
HQ
310-806-4000
Location
Austin,Texas,United States
Company
Aspiriant
Yeon Joo's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, CA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake.At Aspiriant, we've invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant's clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We've structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve.Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.Like what you hear? Follow us here or give us a call. We'll talk.DISCLAIMER: http://aspiriant.com/social-media-disclaimers/

Comprehensive Wealth Management for Individuals and Families Investment Management Financial Planning Estate Planning Philanthropy Tax Planning Expense Management Family Office Services Risk Management Managing Concentrated Stock Wealth Wealth Management Family Office Charitable Giving Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning Wealth Transition Retirement Planning Insurance Review Foundation Management Bill & Debt Management Stock Options Startup Equity Bill & Debt Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Aspiriant
Frequently Asked Questions about Yeon Joo
Yeon Joo currently works for Aspiriant.
Yeon Joo's role at Aspiriant is Investment Operations Associate.
Yeon Joo's email address is ***@aspiriant.com. To view Yeon Joo's full email address, please signup to ConnectPlex.
Yeon Joo works in the Investment Management industry.
Yeon Joo's colleagues at Aspiriant are Laura Mertz, Sandra Cfp, Joe Cornwall, Lina Chsnc, Leann Martin, Fernando Sanchez, Nick Ruzette and others.
Yeon Joo's phone number is 310-806-4000
See more information about Yeon Joo