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    Simon Yu

    Integrity is doing the right thing when no one is watching

    Simon Yu is a Financial Advisor at Northwestern Mutual, based in Irvine, California. He focuses on developing long-lasting relationships with clients, aiming to provide comprehensive financial planning services tailored to individual needs. His mission includes not only enhancing financial security for his clients but also contributing to community initiatives, such as supporting better childhood cancer treatments through his work with Northwestern Mutual.13

    Yu's approach emphasizes the importance of holistic financial strategies that integrate various financial products and services to create a cohesive plan for his clients.2 On LinkedIn, he shares insights on financial planning and its broader impacts, including reducing stress in personal relationships through better financial management.45

    For direct inquiries or more information about his services, he can be reached through his Northwestern Mutual profile or LinkedIn account.14

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    Simon Yu
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    Location

    Irvine, California, United States