Eric Yu

Financial Advisor @Northwestern Mutual

Chicago, IL, US
MOBILE NUMBERS
+18•••••••61

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WORK HISTORY

Nov 2020 — Present

Financial Advisor @Northwestern Mutual

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So, you know how we all want to learn about finance and investments, however we don\'t have a clear understanding of how these investments work? That\'s where I come in.I teach people who are new and know nothing about finance, to the savvy investor, on understanding their options to plan for their future.I help you understand: The different options you have, and how they work Strategies to help benefit your long term planningI know you\'ve thought \"I want learn more about finance and investments\" and \"I want to learn strategies\", however you don\'t have the time to do the research, and at times, don\'t even know where to start researching!I understand how you feel, and we can easily just push it aside until we \"get to it\". which usually is never.I want to have a conversation with you, so that you can learn about finance, and your options.I\'ve spent over hours in the industry, time and money spent invested in learning opportunities, and helped many individuals to become more confident and financially savvy.And I want to share my knowledge with you, so that you can be confident in your financial knowledge.Whether you have little saved and know nothing about investments, or are an experienced investor, I want to educate you and help guide your financial future.LETS CHAT, to have a conversation on your future goals, and the options you have to help achieve them.Start gaining confidence on understanding what your options are, Schedule a call with me Today.Email: e••••••@nm.comor message me here on LinkedIn!

EDUCATION

2003 — 2007

William Fremd High School

High School

2007 — 2011

University of Illinois at Chicago

Management

SKILLS

Customer ServiceTrainingWealth AccumulationRetail Sales529 PlansInventory ManagementVariable AnnuitiesGuaranteed Lifetime IncomeInventory ControlCollege Savings PlansFixed AnnuitiesMicrosoft OfficeSalesStore ManagementMicrosoft ExcelPermanent Life InsuranceTerm Life InsuranceTime ManagementLeadershipRetirement Income StrategiesFinancial RegulationMerchandisingTraditional IraProcess ImprovementAnalysisFinanceFinancial ServicesLoss PreventionMutual FundsRecruitingSuitability AnalysisTeam LeadershipRoth IraRetailVisual Merchandising401k RolloversSales ManagementManagementTeam BuildingFinancial Analysis

ABOUT ERIC YU

So, you know how we all know finance and investments are important for our future…

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