Jenny has resided in the heart of San Francisco for over 30 years. She moved here from the suburbs in Minnesota, right before the huge 1989 SF 7.1 earthquake. However, the Quake of ’89 did not drive Jenny and her family back to the winter coldness of Minnesota. In this diverse city, it is here that she calls home and where her passion for the community around her developed; she has always had an interest and connection to education, children, and communities in general. She studied Child Development and Business at San Francisco State but ended up taking her liking for teaching in another avenue.

Jenny has a financial planning practice. Her team helps their clients crystalize their personal financial objectives, guides them to be accountable to take action to meet those goals, and provides ongoing monitoring of their progress. Within the team practice, Jenny works with the different generations within each family- the adult children and adult grandchildren with the parents and grandparents. She guides them through building a “what can really occur” long- term care plan. This long-term care planning helps the families be caregivers, care managers, care receivers and protects families’ retirements, legacy wishes, and the family relationships. Being a strong partner to her clients so they can take actionable steps they feel confident, clearly understand why, and want to be involved in moving forward with is important to her.

Jenny enjoys collaborating and partnering with people and extends this outside of her practice. This is one strong reason she finally decided to become an official Lion and is a chartered member to the San Francisco Unified Lions Club and a current director of the SFULC foundation. SFULC has been about combining the different skills, knowledge, experiences, interests, and passion from the club’s members, who are from a vast range of age and generations, together to be able to help those in need in our communities more frequently and with an even stronger impact. Jenny has enjoyed seeing the exponential impact and how many more lives are helped and touched. She is an active volunteer within causes that have locally impacted many families, individuals, seniors, and children. She is working toward seeing more concrete and active steps put in motion to help these areas improve and change. Being part of a club and foundation that takes steps, even if small steps, versus just talking or knowing what is needed is very important.

Jenny’s belief is that there is always time to help someone or a cause—great or small. She feels fortunate that she can do that, personally for her community and professionally for her clients.

Jenny Po Wah Yu, Financial Adviser, CLTC

MDRT Member

CA# 0G10915

Licensed in Hawaii, Illinois, Massachusetts, Nevada, Maine, Maryland, Washington, Texas, Ohio, Utah, Oklahoma, New York, Florida, New Mexico, Pennsylvania