Henry Yu

Certified Financial Planner · Accredited Estate Planner · Tax Planning Certified Professional

Clackamas, Oregon

Virtual

In-Person

Specialties

Retirement PlanningEstate PlanningWealth ManagementInvestment PlanningTax Planning

About Me

I am passionate about helping you achieve financial freedom and make sound, informed decisions about your money.

Better financial health makes everything better!

♥

Interests & Hobbies

SoccerTravelLearningPickle Ball

Ready to talk?

Always free for clients.

Credentials

Certified Financial Planner, Accredited Estate Planner, Tax Planning Certified Professional

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Connect

Verify This Advisor

SEC Investment Adviser Public Disclosure

Disclosures

Summa Global Advisors is a fee-only, SEC-Registered Investment Adviser providing customized portfolio solutions and financial planning services. Please visit our website (www.summaglobal.com) to learn more about us. Additional info is available on SEC's website (www.adviserinfo.sec.gov).