Henry Yu
Managing Director at Summa Global Advisors
Based in Clackamas, United States
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Seniority
C-Team
Department
General Business & Management
Location
Clackamas
Industry
Investment Management
Company size
2
Contact information
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h•••••••@summaglobal.com
Phone
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Background
About Henry Yu
I am passionate about helping people achieve financial freedom and make sound, informed decisions about their money. Better financial health makes everything better! CERTIFIED FINANCIAL PLANNER Practitioner Accredited Estate Planner Professional Executive certificate in Financial Planning Fluency in Cantonese, Mandarin, and Shanghainese Active in FINRA Series 65 license
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