Weili Yu
Registered Representative & Investment Advisor Repsentative @Transamerica Financial Advisors, Inc.
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WORK HISTORY
Registered Representative & Investment Advisor Repsentative @Transamerica Financial Advisors, Inc.
Boston, MA, US
Transamerica Financial Advisors, Inc. financial professionalsmay only transact business in states where they are registered. Anyindividual communication trying to effect a transaction in securities orthe rendering of personalized investment advice for compensation willnot be made to persons in states where the financial professional is notregistered. Securities and Investment Advisory Services offered throughTransamerica Financial Advisors, Inc.(TFA), Member FINRA, MSRB, SIPC,and federally Registered Investment Advisor.
EDUCATION
Auburn University
Doctor of Philosophy - PhD, Engineering
ABOUT WEILI YU
I teach individuals financial literacy and advocate financial fitness for all. I coach and advise busy parents to make their money work better for them. With a decade financial coaching and advising experience, plus problem-solving skills of #1 consumer product company scientist, taking a human-centric, behavioral-based approach, I empower parents to make better financial decisions and feel more confident about their family financial future. I provide investment advisory services, college funding, retirement planning, business strategies, and legacy strategies that work for you.TFA’s mission is to enhance the present and future economic well-being of its clients and representatives.
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