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Paul M. Yuna CLU®, CRPC®

Paul M. Yuna CLU®, CRPC®

Private Wealth Advisor

A graduate of the University of Pittsburgh with a B.A. in Economics and an M. ED in Counseling and a Ph.D in Administration, Mr. Yuna has earned the Chartered Life Underwriters (CLU®) designation in personal insurance, business and estate planning and has earned the Chartered Retirement Planning Counselor (CRPC®) designation in retirement planning. He is currently completing the Chartered Financial Consultant (ChFC®) designation requirements.

Mr. Yuna has spent over two decades in the Financial Planning industry. He began his career with CIGNA Financial Advisors in 1990 and specializes in bringing a “team” approach to the financial planning process. He enjoys involving his other partners in both case design and follow-up activities thereby bringing maximum benefit to his clients.

Mr. Yuna remains an active supporter of the University of Pittsburgh. He started as a student in 1969, earned three degrees, served as Director of the Academics Support Services for Student Athletes from 1978 to 1990, and remains a member of The Varsity Letterman’s Club as well as other alumni groups.

Mr. Yuna was born and raised in the Pittsburgh area, having graduated from South Allegheny High School in 1969. He currently lives in South Fayette Township, Pennsylvania.

Mr. Yuna has served as an advisor to the South Fayette School District in areas related to the student-athlete experience. He and his wife, Deborah, have two children, David and Steve.