Sean Yu, CFP®, CPWA®, CAP®, ChSNC®

Sean Yu, CFP^®, CPWA^®, CAP^®, ChSNC^®, is the Founder of the Sean Yu Group. He leads a multicultural 21-person team dedicated to delivering a high-touch wealth management experience for ultra-high net worth clients, including Asian American and Asian families with cross-border ties to the Greater Asia—particularly mainland China, Hong Kong, and Taiwan. The team serves U.S. citizens, long-term U.S. permanent residents, recent immigrants, and non-resident aliens, with an emphasis on thoughtful planning, clear communication, and coordinated execution. His work often includes complex, multi-jurisdiction considerations and pre-liquidity and liquidity event planning, helping clients prepare for and navigate concentrated wealth, business transitions, and major life and financial milestones.

Sean leads numerous philanthropic and social leadership activities. In 2012, he established the Sean Yu International Relations Fellowship at the University of Chicago to help underprivileged students at the university and has committed a total of $1.75 million to University of Chicago. In 2020, Sean established the Sean Yu Travel Fund at the University of Chicago for students and faculty to conduct research and study in Taiwan and China. In 2014, he created the Taiwanese American Scholarship Fund to alleviate college tuitions of underprivileged students of Taiwanese descent. He has committed $1 million personally and raised over $4 million in pledges to support around 100+ students. In 2015, he was awarded the Philanthropy Leadership Award by the Asian Pacific Community Fund for helping them create their donor-advised fund program and raise over $10 million in donations. In the same year, he co-founded the Los Angeles Chapter of The Chinese Finance Association with over 150 active members from various areas of the financial services industry.

For his professional achievements and community contributions, Sean was awarded the Asian Business Award from Los Angeles Business Journal for the public company category in 2014. He was also listed among Los Angeles Business Journal’s 40 In Their 40's in Accounting & Financial Services Professionals in 2020. He currently serves on the Advisory Council of the Division of Social Sciences at the University of Chicago. Additionally, he currently sits on the Investment Committee of the board of directors at Cal Poly Pomona University Philanthropic Foundation, having formerly chaired the Investment Committee for 3 years, and chaired the Audit Committee for a year.

Sean earned a Master of Arts in International Relations from the University of Chicago (2002) and received an Honorary Doctorate Degree from California State Polytechnic University, Pomona (2023). He holds Series 3, 7, 31, and 66 licenses, and maintains the Certified Financial Planner^®, Certified Private Wealth Advisor^®, Chartered Advisor in Philanthropy^®, and Chartered Special Needs Consultant^® designations.

Outside of work, Sean enjoys tennis and basketball and is an avid culinary traveler. He has been to more than 100 Michelin starred restaurants, and his favorite restaurants include Providence in Los Angeles, Joel Robuchon in Las Vegas, Raw in Taipei, Bo Innovation in Hong Kong, Xin Rong Ji (新榮記) in Beijing, and Kikunoi Honten in Kyoto.

He is fluent in English, Mandarin Chinese, and Taiwanese.