Tom Yeung, CFA, CDFA
Investment Advisor, Founder of Jurnex
About Me
Tom Yeung is a CFA Charterholder, Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) based in Billerica, MA. He is an investment advisor and financial mediator with over a decade of experience in helping individuals and families take control of their financial future.
My Philosophy
Have you ever felt that you live on a slightly divergent path from others?
I get that.
Because in the end, high-quality financial management isn’t specific to any group of people. It’s a universal need that can help people achieve what matters most to them.
That’s why you can expect quality financial management and coaching from me, no matter your background or situation. I understand the importance of getting your finances done right so that you can live the way you want.
About Jurnex
Jurnex Financial is an independent, fee-only investment advisor that specializes in financial planning for non-traditional individuals and families. We take a holistic approach to financial planning that accounts for each client’s unique situation and goals.
At Jurnex, we understand the importance of trust and transparency in the advisor-client relationship. We strive to build long-term relationships with our clients based on mutual trust and open communication.
Most importantly, we seek to help you build a life that celebrates your beliefs, principles, and personal fulfillment. And if you’re ready to take the next step, contact us today to learn how we can help.
Learn more
If you want to learn more about us, you can contact us directly for additional information, or see the practice areas to learn about what we do.
You can also connect with me on my LinkedIn profile to reach me directly.
"If you want to go fast, go alone. If you want to go far, go together"
If you ever feel overwhelmed by financial decisions, feel free to reach out to us. It is our hope and desire to help you navigate your most difficult life transitions. And it begins with a simple phone call for advice. Call us today and see how we can make a difference for you.