Sean Yu, CFP®, CPWA®, CAP®, ChSNC®

As leader of The Sean Yu Group, Sean Yu, CFP^®, CPWA^®, CAP^®, ensures that his team delivers an outstanding overall wealth management experience to its ultra-high net worth clients originally from the Greater China Region, which encompasses mainland China, Hong Kong & Taiwan. Our clientele ranges from those born in the USA and those that have been living in the US for a long time to recently immigrated and non-resident aliens, all of whom we are able to successfully service with our multi-cultural team.

Sean was named to Forbes America’s Top Wealth Advisors for 2016 to 2024 and #10 of Best-In-State Wealth Advisors in Los Angeles in 2024. He was ranked by On Wall Street in its Top 40 Financial Advisors Under 40 for four consecutive years— #7 in 2014, #6 in 2015, #4 in 2016, and #3 in 2017. Also, from 2016 through 2023, he was listed among Barron’s Top 100 Financial Advisors in California.

Sean received his Master of Arts in international relations from the University of Chicago in 2002, and he received an Honorary Doctorate Degree from California State Polytechnic University-Pomona in 2023. He holds Series 3, 7, 31, and 66 licenses from FINRA, Certified Financial Planner^® (CFP^®), Certified Private Wealth Advisor^® (CPWA^®), and Chartered Advisor in Philanthropy (CAP^®) certifications.

Sean leads in 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 the 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.

In his spare time, Sean enjoys playing tennis and basketball. 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.

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