Pacific Advisors
商家地址 (a): 1740 Technology Dr. #550
San Jose, CA 95110
USA
電話號碼 (p): 408-392-7854; 800-366-2214 x 7
電子郵件 (e): linda_yu@glic.com
傳真號碼 (f): 650-307-3195
營業時間 (Hrs):
24hrs
黃頁分類
投資&理財
經營型態: 投資服務 Investment
經營型態: 理財規劃 Financial Planning
經營型態: 財務機構 / 證券經紀 Financial Institution / bond Broker
執照: 有 Yes
有無保險: 有 Yes
保險&經紀
經營型態: 人壽險 Life
經營型態: 保險經紀 Agency
免費報價: 有 Yes
執照: 有 Yes
本地經紀商/調解人: 有 Yes
商家推薦 (Products & Services)

Financial Services
Fee-based Planning: Comprehensive Financial Planning, Estate Planning, Charitable Planning//Focus Plans: Retirement Planning, Education Planning, Cash Flow Analysis, Mortgage Planning
Asset Management Services
Fee-Based Asset Management//Comprehensive Brokerage Services//Asset Allocation Analysis: 401(k) plans, Existing Investments, Stock Options
Insurance Services
Life Insurance//Disability Insurance//Long-Term Care Insurance
Business Services
Executive Benefit Planning//Key Person Planning//Qualified Retirement Plans//Deferred Compensation Planning//Buy&Sell and Buy-Out Planning

網路優惠券 (Coupons & Specials)
PACIFIC ADVISOR LINDA YU  

About me

With over 30 years of experience in the Financial Service Industry, Linda Yu plays the role of master advisor and with her team who focuse on the holistic approach of Comprehensive Financial Planning, specializing in Business Planning, Special Needs ( Disabled ) and women’s issues. Financial Advisor Linda Yu is located in in San Jose - Pacific Advisors, Investment, 401(k), Education Planning

Free to clients financial tools - Living Balance Sheet & LEAP (Financial Engineering) Programs helping both Business and Individuals learning their humanbing value, help to manage their finance better to have a good life.

Linda appreciates the encouragement and support from society by giving back to the community, volunteering her time for educational seminars for a variety of Asian societies,

Also, actively involving Clean-Tech & Green Renewable Energy Society due to her investment banking back ground and dreaming bridging the new technology revolution between China and US, teaming with CIE & CARES.

In her free time, Linda enjoys Tea chatting, Gardening, Scuba diving, Hunting, Photography and Swimming.

Guardian Financial Planning Seminar by Linda Yu

posted by pacificadvisors