ATTORNEY TONY YU

ESQ, CPA, CPCU, CFP®, ACI, CLU, ChFC, PFS, CFS, AEP®, TEP 

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• Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California ​
• ​(Previously) Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US   
• (Previously) Externship Clerk at the Los Angeles Probate Court  ​

Tony graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. 

​In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys). 

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​18 Professional Licenses (click to show)

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• Attorney California State Bar (UC Hastings Law School, renamed to UC Law of San Francisco) 
• Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California 
• CPA Certified Public Accountant, California 
• CPCU Chartered Property Casualty Underwriter 
• ACI Associate in Captive Insurance 
• CFP® Certified Financial Planner™ 
• CLU Chartered Life Underwriter
• ChFC Chartered Financial Consultant
• PFS Personal Financial Specialist 
• CFS Certified Funds Specialist 
• AEP® Accredited Estate Planner 
• TEP Trust and Estate Practitioner 
• Series 7 General Securities Representative 
• Series 24 General Securities Principal 
• Series 63 Securities (CA) 
• Series 65 Securities (CA) RIA 
• ​California Life and Health Insurance 
• California Property & Casualty Insurance