Paul M. Yuna, CLU®, CRPC®

Paul M. Yuna, CLU®, CRPC®

Private Wealth Advisor

Phone: 724-743-6140
Fax: 724-743-0170
E-mail:

A graduate of the University of Pittsburgh with a B.A. in Economics, and M.ED. in Counseling, and a Ph.D. in Administration, Mr. Yuna has Chartered Life Underwriter's (CLU) training in Personal Insurance, Business and Estate Planning, and has received the Chartered Retirement Planning Counselor (CRPC®)  designation in retirement planning. 

Mr. Yuna has spent nearly two decades in the Financial Planning industry.  He began his career with CIGNA Financial Advisors in 1990.  He 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 there, 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, PA.  He 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, who attends San Diego State University and Steve, a studend at South Fayette High School. CRN200907-2031850