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Yu Yu
Professional designations
CFP, CIMA
Firm or Broker/Dealer name
Hills Bank
States licensed in
Iowa City
,
Iowa
Areas of expertise
Languages spoken
English
Chinese
Areas of Expertise
Education/College Planning
Financial Planning
Retirement/Retirement Income
Investment Management
Tax Planning
Time Zone
Yu Yu is a First Vice President, Wealth Management Officer at Hills Bank in Iowa City, IA. She is passionate about financial education and financial planning. She builds personalized financial plans that evolve with her clients - helping them navigate life’s transitions with confidence and achieve their goals with clarity and purpose.
Yu Yu is a Certified Financial Planner® and Certified Investment Management Analyst®. She is a member of the CFP Board and Investments & Wealth Institute.
Yu Yu received her BBA in Finance and Accounting from the University of Iowa. Prior to the current position, she worked as an independent financial advisor and a tax specialist.