Do it Wisely

Who We Are

Our Mission

We believe in helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most. We believe it is very important to give back to the community through both business and personal opportunities. Therefore, we are committed to serving clients that possess the same values. We believe in creating strong, long-term relationships by providing the utmost integrity in our practice. We provide our clients with innovative financial strategies by crystallizing their financial objectives, strategically protecting their assets, implementing tax minimization strategies, helping to maximize returns and alleviating portfolio volatility.

Our Team

Photo of Joyce Yoo

Joyce J. Yoo

Executive Partner

About Joyce


Love Beyond The Orphanage

We volunteer for and support Love Beyond the Orphanage, a group that provides financial assistance to Korean orphans who must leave their orphanages because they are no longer eligible to receive governmental support after reaching the age of majority.

Training Center for Church Planters

We support Training Center for Church Planters in their efforts to provide aid in the form of medicine, food and basic supplies to hundreds of Ukrainians that have become refugees due to the war.

World Vision

We volunteer for and support World Vision, a humanitarian organization that works with children, families and communities worldwide by taking on important issues such as poverty and injustice. They work in over 100 countries and provide emergency assistance to those affected by disasters and conflicts. We are proud to be a part of their Advisor’s Network.

Hanna Orphan's Home (HOH)

We volunteer for and support Hanna Orphan’s Home (HOH), a non-governmental organization that has helped orphans be self-sufficient in Ethiopia after unfortunate circumstances.

Harmony Outreach

We volunteer for and support Harmony Outreach, an organization that works in China, Cambodia, Ethiopia and Vietnam in order to provide compassion work. Harmony Outreach has been active since 2001, and has helped establish orphanages and churches in the countries where they are active.

St. Jude Children’s Research Hospital

We support St. Jude Children’s Research Hospital, an organization committed to leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases. At St. Judes, no child is denied treatment based on race, religion or a family's ability to pay.

Muttville Senior Dog Rescue

We support Muttville whose mission is to give senior dogs a second chance at life. Muttville rescues these dogs, gives them the care they need and finds them loving homes. Muttville has been recognized for its groundbreaking approach to animal rescue.

Joyce J. Yoo

Photo of Joyce Yoo

Joyce Yoo is the Executive Partner at Wisely Financial. From the start of her career, her focus has always been on building credibility through trust. With this as the foundation of her practice, she has passionately worked for 14 years to provide her clients with fully customized, personal, and need-based financial strategies for their future.

Joyce is extremely honored to be recognized as a Forbes 2022 Top Ten Best in State Financial Securities Professionals for California and a 2020 Advisor Today’s national recipient of the Four Under Forty distinction. In addition, she is a Nautilus Plus member, which is a prestigious distinction of only 25 members of The Nautilus Group®, a highly selective, elite group of skilled advanced planning professionals. Joyce also considers it a great honor to be voted in by her fellow financial professionals as a 2022 Chair, 2023 Vice President and 2024 future President of the AAC, spending many hours volunteering to dialog with C-Suite Executives at various financial institution to make enhancements to the way financial professionals do business. Joyce is also a 2022-2023 New York Life Chairman’s Cabinet member1, making her part of the top 75 in a network of over 12,000 professionals.

Her proudest accomplishment is her charitable giving, where she mainly focuses on volunteering and giving to children that are disadvantaged or have special needs.

(CA Insurance Lic. #0H23562)

1Council is an annual company recognition program based on agent production from July 1-June 30.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.

The Nautilus Group®

Eagle Strategies LLC

Through Eagle Strategies, Joyce J. Yoo provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.


What We Do

Business Solutions

Personal Solutions

Our Process

Our process begins with understanding the concerns that are most important to you. From there, we formulate the right course of action specifically tailored to your needs.

 Our Six Step Process

  1. Clarify your concerns and objectives
  2. Provide a clear analysis and projection of your financial information
  3. Collaborate with your circle of advisors
  4. Explore possible strategies to achieve your goals
  5. Implement and create a summary of your plan
  6. Monitor and review your plan

Client Resources


In the Press