Location: Reston, VA
Specialty: Retirement planning, investment management and
Jon P. Yankee, CFP
Partner and Co-founder
FJY Financial is a fee-only financial planning and investment management firm primarily serving business owners, young professionals, families, executives, entrepreneurs and late-career professionals. The firm offers solutions for investment planning, income tax planning, retirement planning, estate planning and other financial needs. As partner and co-founder, Jon P. Yankee leads the firm’s strategic direction, as well as the development and implementation of its human capital strategy. FJY provides clients with the best advice based on an understanding of their entire financial picture. This has resulted in a client retention rate of more than 95 percent. One major target for FJY is “generation now,” the tech-savvy youths more likely to shy away from investing and advisors. The firm has seen positive results with social media advertising geared toward this demographic.
QUICK TIP: “Relationships are the foundation for continued success.”
No stranger to the media sector, Yankee is a member of the CNBC Digital Financial Advisors Council. Yankee earned his MBA in international management with a focus on finance from Arizona State University’s Thunderbird School of Global Management and received a BA in international studies from the University of Richmond.