Aaron Yoon founded Northlake Wealth Advisors with a simple philosophy: relationships matter most. Over more than a decade in the industry, he has built a practice centered on genuine care, trust, and the kind of accessibility that is increasingly rare in financial services. When clients call, Aaron picks up, whether it is a weekday evening or a Saturday afternoon, because he believes the best financial guidance comes from real conversations, not transactions.
With nearly two decades in the industry, Aaron quickly learned that lasting success in this field is not about selling products; it is about earning trust. Many of the people who opened their doors back then are still clients today. That experience shaped the way he approaches every relationship: with humility, hard work, and an unwavering commitment to doing what is right for each individual and family he serves.
A lifelong learner, Aaron continually pursues advanced certifications and professional designations to deepen his knowledge and better serve his clients’ evolving needs. His philosophy centers on long-term relationships, transparency, and empowering clients to make strategic decisions that align with their goals
Outside of work, Aaron enjoys traveling abroad and exploring new cultures. At home, he stays active by running around Green Lake with his adopted dog from Mexico, Nadi and playing pickleball while also spending time on his sailboat in South Lake Union. An avid sports fan, Aaron loves cheering on all Seattle’s sports teams. He also values time spent with his close family and friends, believing that strong relationships—both personal and professional—are at the heart of a fulfilling life.
Education
- Bachelor’s Degree – Western Washington University, 2009
- Master’s Degree – University of Washington, 2022
Professional Designations
- Accredited Investment Fiduciary (AIF®)
- Accredited Asset Management Specialist (AAMS™)
- CERTIFIED FINANCIAL PROFESSIONAL (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Retirement Planning Counselor (CRPC™)
- Chartered Retirement Plan Specialist (CRPS™)
Awards & Recognitions
- Forbes Best in State Next Gen Wealth Advisor, 2024 & 2025
- Forbes Best in State Wealth Advisor, 2025
CA Insurance License #0L49961
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com).
