Vincent Woo

Senior Vice President - Branch Director, Private Client Group

310-683-6697 | Email |
310-683-6746

Raised in Boston, Massachusetts and practicing Shaolin martial art as a youngster in a family owned school, Vinny achieved a high level of expertise in martial art techniques and disciplines. Vinny went on to earn a Master in Business Administration degree in finance from the University of Southern California, graduating in the top 5% of his class and received his bachelor’s degree in economics from Harvard University, graduating Cum Laude in 1979. He currently lives in Palos Verdes Estates, CA, and enjoys golf, traveling and spending time with his wife Karen and their two sons.

At the helm of the Peninsula Capital Investment Group, Vincent has over 38 years of industry experience with credentials, training, specialized knowledge, tools and accessibility to information that very few people have. His background, discipline and instincts have allowed him to help clients navigate through virtually every market environment. Over the span of a long illustrious career, he has helped and earned the trust and respect of clients with a wide range of asset levels and complexities including foundations, municipalities, public corporations and high net worth individuals. At RBC, Mr. Woo has been consistently awarded annual membership to the firm’s President’s Council, which recognizes top performers and valued advisors to the firm’s clients.

Prior to joining RBC Wealth Management in 2011, Mr. Woo served as Managing Director of Corporate Cash Management at Oppenheimer & Co. for seven years, Director of the Corporate Client Group at Citigroup/Salomon Smith Barney for ten years and as Sr. Vice President at Kidder Peabody & Co. for thirteen years. In addition to being recognized at both Oppenheimer & Co. and Citigroup as one of the top 50 Advisors, he was named the #1 Fixed Income Manager in Citigroup’s Institutional Fixed Income Group in 2003.

Dana Mcdonald, CDFA®, CFP®

Financial Advisor

310-720-8908 | Email | |
949-640-2931

Dana is a financial advisor, a CERTIFIED DIVORCE FINANCIAL ANALYST™ and a CERTIFIED FINANCIAL PLANNER™ professional with the Peninsula Capital Investment Group at the Newport Beach branch. She offers more than 20 years of experience creating customized wealth management plans for clients and providing them with planning solutions and strategies needed to help them create, grow, preserve and transfer their wealth. Dana understands the complex financial challenges presented to families going through financial transition such as divorce or the death of a loved one. With her advanced certifications, she specializes in helping such clients move forward with a financial plan and avoid common pitfalls by offering valuable insight into the pros and cons of different settlement proposals, including short-term and long-term financial impact.

Before joining the RBC Wealth Management in 2011, Dana spent six years as senior vice president of investments at Oppenheimer & Co. with the Peninsula Group, and more than ten years as a financial advisor for Citigroup/Smith Barney. She served as a sales associate at UBS for two years prior to that, handling the research and trading of fixed income investments. In her first year of business at Citigroup, Dana was appointed to the firm’s Blue Chip Council, a recognition program for financial advisors who demonstrate the highest professional standards in addition to excellence in client service.

Dana is an active member of the Women’s Association of Financial Advisors, the Financial Planning Association of Orange County, the Orange County Divorce Alliance and the Institute for Divorce Financial Analysts. She earned her Bachelor of Arts degree from the University of California, San Diego in 1996. Away from the business, she enjoys being a mom to her three young daughters, fitness, cooking, home design and renovation, and spending time with her family and friends.

Lauren Phan

Financial Advisor

310-683-6704 | Email

Prior to joining the Peninsula Capital Investment Group, Lauren served first as a Controller for 14 years, then Director of Membership and Communications the next 14 years at Rolling Hills Country Club. Lauren’s natural approach to life, which is limitless in all things that matter, has gained trust from everyone she meets. One of Lauren’s strengths is her ability to understand the needs of others and to work hard in helping to find solutions. In addition, Lauren lost her husband to cancer 2 months after joining the RBC Wealth Management, so she is very passionate and committed towards helping women cope with the emotional, financial and business dealings that follow. Because of her “Second Act,” she wants to help women in transition script their new chapters and recognize there are no limits when it comes to one’s own happiness.

Lauren emigrated to the U.S. in 1975 from South Vietnam as a refugee without any parents. She attended University of Houston, then CSULA with an emphasis in Accounting. When not spending time with family and her pup Aussie, she enjoys cooking, golfing, running (2011 LA Marathon), gardening and connecting with people.

Lauren brings into our group a vast array of life experiences in dealing with adversity, along with 28 years of working in finance and providing top-level personalized service. We are excited to have Lauren heading up relationship management, client service and marketing for our growing business.

Roobina Yahya

Senior Investment Associate

310-683-6700 | Email
310-683-6746

Roobina Yahya currently serves as the senior investment associate of the Woo Group in the Palos Verdes office of RBC Wealth Management. Her responsibilities on the team include providing investment management administrative support, servicing clients, entering and executing trades, running and interpreting analytical performance reports, compliance management and providing research support.

Roobina brings over 19 years of financial services experience to the Woo Group. She began her career in 1999 at Morgan Stanley, where she served as an associate financial advisor for five years, servicing accounts in the Wealth Advisory Group and handling compliance. She then joined the Woo Group in 2004 as a senior financial associate. 

Roobina received her Bachelor of Arts degree from Darmstadt University in Darmstadt, German,y and immigrated to the United States in 1989 with her family. She has passed her Series 7 and 63 exams and is an active member of the Women’s Association of Financial Advisors.