Joann Yu, CFP

CORPORATE TAX & ESTATE PLANNING SPECIALIST

Biography

Blessed with a natural aptitude for finances, Joann began her financial planning career in 2007, has achieved MDRT status since 2009, and was recently awarded TOT MDRT, an exclusive status that only 2% of trusted advisors around the world achieve. By passionately and genuinely caring for her clients, she has gained a reputation as a trusted partner and advisor to her clients.

Other Advisors

We believe that WE ARE STRONGER, and our unique corporate philosophy is designed to encourage mentorship for new advisors as well as individual excellence in the financial industry.

Angela Fok

Founder & President

James Mok

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Annie Lau

SENIOR FINANCIAL ADVISOR

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT, REALTOR

Upcoming Seminar

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