With over 2 decades of leading experience and expertise in the financial industry, Olivia Yu has worked with multi-generations of families by developing Simple, yet Effective strategies tailored to their sophisticated needs. 

As a leader in the profession, who always strives for excellence in all aspects, she brings to you her work of art by implementing the Olympian standards of professional ethics, knowledge and skills in analyzing complex situations, critical thinking and problem solving.  She’s also a compassionate listener and caring servant who will make you feel deeply understood and connected.  By working together with her, you & your family will have an enjoyable yet fulfilled journey of lifetime!