Tom Yeung, CFA, CDFA
Investment Advisor, Founder of Jurnex
About Me
Tom Yeung is an investment advisor and financial coach based in Washington DC. He works with professionals and families who want to take control of their financial future. Those who say “I’ve had it!” with their current situation, and are willing to take the next step. That’s because he loves seeing people achieve.
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 Tom Yeung, Founder of Jurnex
I decided to come out to my friends during my senior year at Princeton. They were understanding, but this was a time where counter-protesters were a common sight at LGBT pride rallies. Gay marriage was still about a decade away.
Still, coming out was liberating. That’s because it was a moment where I said: “I’m going to do things my way.” Not only was I telling people who I WAS. I was telling them what I was going to DO: seek out a path that would make me happy.
At that point, I made it my mission to help others do the same. Happiness looks vastly different for various people. But everyone recognizes satisfaction when they see it.
Since then, I’ve gathered over a decade of financial management experience. I also earned both a CFA and CDFA designation, gaining valuable investment experience to complement my formal education. And today, I help people live life on their terms. It’s not about doing things differently to BE different. It’s to live in a way that celebrates your beliefs, principals, and personal fulfillment.
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.