Deanna Yu - Private Client Advisor

587 E Colorado Blvd, Pasadena CA 91101

Hours

Hours may fluctuate. For detailed hours of operation, please contact the store directly.

From Deanna Yu - Private Client Advisor

As a Private Client Advisor with 14 years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way. Life is constantly ushering in new challenges. It’s our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.

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