Northern Virginia Magazine has named Alan Ness, CFP®, Alexis S. Grason, CFP®, RICP®, and Jon Yankee, MBA, CFP®, as Top Financial Professionals in their 2019 edition.
The Northern Virginia Magazine honorees are selected via a peer survey that recognizes the top financial professionals in the broker, financial planner, insurance advisor, and tax accountant fields. Individuals are asked to nominate financial professionals in the area that they would be comfortable referring family and friends to.
Alan Ness, CFP®, is featured as a top financial planner. Alan has more than a decade of experience working with successful families and individuals, guiding them through the planning and investment process. He enjoys helping clients solve the puzzle of how the interlocking pieces of their financial picture fit together.
Alexis S. Grason, CFP®, RICP®, is recognized for her role as a broker, financial planner, insurance advisor, and investment advisor. With over 14 years of experience navigating efficacious financial partnerships, Alexis takes pride in coaching and counseling her clients on their path to financial independence.
Jon Yankee, MBA, CFP®, is recognized for his role as a financial planner and investment advisor. 2019 marks Jon’s sixth year being named by Northern Virginia Magazine as a Top Financial Professional. Jon is a co-founder of FJY Financial and leads the firms’ strategic direction. Jon is an active member of the financial community, speaking often at industry events, contributing to publications, serving on boards, and teaching courses.
FJY Financial is honored to be recognized in the Northern Virginia area and by colleagues at local financial firms. We take great pride in serving our clients in the mid-Atlantic region as well as nationwide.
The FJY team has almost 100 years of collective experience working with clients to keep them engaged in the financial planning process. It is our goal to provide our clients with guidance in making informed financial decisions, creating unique investment portfolios, and designing ideal retirement plans.
See the full list of awarded professionals here.
For more information regarding FJY Financial awards, please visit our disclosures page.