Investment & Planning

Julie Yoon, CFP®

Julie Yoon, CFP®


Born and raised in Los Angeles, Julie began her career with Laurel Grove Capital (now part of Carnegie Investment Counsel) as a relationship manager and senior portfolio administrator. Today, she brings her extensive experience working with high-net-worth individuals and nonprofit organizations to Westmount as a senior associate where she is responsible for overseeing various trading, investment management, client service and financial planning tasks.

Julie earned a Bachelor of Arts degree in English from UCLA and completed the CFP® curriculum at UCLA Extension. She holds the CERTIFIED FINANCIAL PLANNER certification.

As a native Angeleno, it’s no surprise that Julie enjoys a healthy and active lifestyle that includes hiking, attending spin classes, going to the beach and attending Sunday farmers markets around town. She is also scuba-certified and fluent in Spanish and Korean.