Theodore A. Yi

Financial Planning Associate

As a Financial Planning Associate my responsibility is to deliver an exceptional client experience in support of the client's financial goals.  I onboard new clients, analyze data, and work together with our CFP® advisors to prepare plans and reports in support of our clients.  I work to keep things simple and organized, so our clients can feel confident.

As we work together on your goals, my personal goal includes obtaining my Certified Financial Planner® certification.  I appreciate the high educational and ethical standards of this designation which in turn enhances my ability to work in a client’s best interest.    

My call towards the financial services industry really developed after working with an RIA firm.  There, I saw first-hand how the advisors actively partnered with families to create dynamic financial plans for their futures. I supported the process by performing daily operational projects, managing client documents, and preparing useful reports. Observing the relationships and implementing actions in the financial planning process made me realize that I wanted to pursue a career in personal finance.

In addition, my prior work experiences have taken me from e-Commerce Consultant for an independent small business to Marketing Assistant for a Large International company, all of which allowed me to follow my passion for helping clients and exceeding their expectations. I graduated from George Mason University with a Bachelor of Science in Marketing.

In my spare time, I enjoy using my hands whether it be oil painting or building model kits. I love to watch all periods of movies and TV shows. I am also enthusiastic about cooking different culinary dishes, ranging from Indian to Japanese.  Maybe I was a chef in a previous life!