bio-tony

TONY’S PROFILE

Tony graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).

Attorney California State Bar
– J.D. from University of California, Hastings College of the Law
– Attorney at Holland & Knight LLP (1,000 attorneys worldwide)
– Extern at Los Angeles Superior Court, Probate Department
CPA Certified Public Accountant, California
CPCU Chartered Property Casualty Underwriter
ACI Associate in Captive Insurance
CFP® Certified Financial Planner™
CLU Chartered Life Underwriter
ChFC Chartered Financial Consultant
PFS Personal Financial Specialist
CFS Certified Funds Specialist
Series 7 General Securities Representative
Series 24 General Securities Principal
Series 63 Securities (CA)
Registered Investment Advisor
California Life and Health Insurance
California Property & Casualty Insurance

Attorney Tony Yu – Speaking Engagements

Tony is frequently invited to speak around the country to other Attorneys, CPAs, Financial Advisors, Bankers, Realtors, and Consumers about insurance, law, taxes and investments:

UCLA’s Wilbur K. Woo Greater China Business Conference
California State Bar – Annual Meeting for Attorneys
Vietnamese American Bar Association Meeting
Taiwanese Chamber of Commerce – North American Conference
California State Bar – Small and Solo Attorney Summit
World Journal Seminars (世界日報)
California State Bar – Estate and Gift Tax Meeting
Morgan Stanley – 2nd Generation Financial Planning
Cathay Bank – High Net Worth VIP Client Seminar
Family Financial Blueprint Seminars for Young Parents
Protect&Grow Seminars for Business Owners
YPA360 Seminars for Lawyers, Bankers, CPAs, Financial Advisors, and Realtors

speaking
Press Tony Yu