Jon P. Yankee,  CFP<sup>&reg;</sup> - Financial Advisor

Jon P. Yankee, CFP®

MBA,

Partner, Market Leader

Cerity Partners

1900 Campus Commons Dr., Ste 500
Reston, VA 20191
FINANCIAL ADVISOR'S WEBSITE
(877) 395-7795
(571) 228-9101
CONNECT WITH Jon
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General

Jon Yankee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cerity Partners in Reston, VA and the surrounding communities.

Financial Advisor Experience

20+ years of experience working with families, businesses, and individuals. Retirement planning, investment management, and college planning are some of my passions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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