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Misook Y

CFP®, Series 65, Series 66

Chesterfield, MO

Yu Financial Advice, LLC

Misook Yu is a CERTIFIED FINANCIAL PLANNER™ with 11 years of industry experience. She is the principal of Yu Financial Advice, LLC and previously worked at Edward Jones. In addition to her advisory work, she is involved in book publishing and delivers educational seminars and online classes on basic financial topics through YU & Money LLC. Yu Financial Advice, LLC provides financial planning and consulting services to individual clients, focusing on written comprehensive plans that address cash flow, retirement, insurance, tax, estate, and college savings strategies. The firm emphasizes client education and uses a suitability questionnaire to tailor plans, with investment recommendations centered on passive, low-cost index funds and ETFs.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Cash flow / budgeting
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