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Our financial advice team


Jin Yoon Chu

Jin Yoon Chu

CRPC®, CLTC®

Financial Advisor

Shirley Ikehara & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 10 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Insurance

Interests

I enjoy hiking with my two children, watching football games, jogging, and lifting weights.

 

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
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