Philip James Yun

Wealth Advisor, AIF


  • 1997-2001 B.S. Marketing from the W.P. Carey School of Business, Arizona State University
  • 2001-2002 Master of Commerce & Economics, Specialization in Finance, University of New South Wales, Sydney, Australia


Began work as an independent financial advisor in 2002, developing a private wealth advisor practice.  Provide a wide range of services specializing in planning and consulting to individuals, families, and businesses.

In conjunction with my financial consulting practice, from 2018 through 2023, I served as the Managing Director of Wealth Management at Inland Bank leading to the development of their wealth management program to serve individuals, families, and businesses throughout the greater Chicagoland and Milwaukee regions.

Phone 773.531.4466
Fax 877.742.2258