FPA Headlines - Financial Planning Association - National Capital

Speaker #2
Jon P. Yankee, MBA, CFP
Partner, Fox, Joss & Yankee, LLC
Financial Planning and Investment management
Jon P. Yankee, MBA, CFP®, earned his Master of Business Administration in International Management
with a focus on Finance from Thunderbird, the American Graduate School of International Management, in
1998. He received a Bachelor of Arts degree in International Studies with a concentration in Asian Studies
and Japanese from the University of Richmond in 1992. He also completed undergraduate work at Kansai
University of Foreign Studies in Osaka, Japan from 1990-1991.
Prior to founding Fox, Joss & Yankee, Jon was a Lead Advisor at Rembert, Pendleton, & Fox (RPF),
where he earned his Certified Financial Planner certification following coursework at the College for
Financial Planning in Denver, CO. RPF was formerly known as Rembert, D’Orazio & Fox and Hopewell
Rembert Advisors. Mr. Yankee specializes in portfolio design and implementation, retirement planning,
education planning, and cash management for professionals, retirees, young families, and nonprofit/charitable
organizations.
Jon is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National
Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor. He is also a
member of the Financial Planning Association (FPA), participating in the activities of the National Capital Area
Chapter of the FPA and serving on its Professional Development Committee.
FPA National Capital Area Newsletter Page 8 March 2011