Henry  Yu,  CFP<sup>&reg;</sup> - Financial Advisor

Henry Yu, CFP®

AEP®

Partner

Summa Global Advisors, LLC

12901 SE 97th Ave, Ste 390
Clackamas, OR 97015
FINANCIAL ADVISOR'S WEBSITE
(503) 636-2022

General

Henry Yu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summa Global Advisors, LLC in Clackamas, OR and the surrounding communities.

Financial Advisor Overview

We solve problems.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Disaster Recovery, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources