Jason Yu, FPQP™

Financial Planning Associate

About Jason

Jason joined Summitry in June 2016. As a Financial Planning Associate, he works with the Private Client Group team providing advisory and planning support to the firm’s Financial Advisors.

Prior to Summitry, he worked with First Republic Investment Management in the San Francisco branch of First Republic Bank. He graduated from the University of California, Santa Cruz with a Bachelor’s of Art in Business Management Economics in 2015.

In his spare time, he enjoys watching basketball, going to the gym, and reading. He is also learning to play the ukulele, albeit at a snail’s pace. He is passionate about learning and challenging himself every day.

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Q & A

  • What are your favorite pursuits outside of work?

    Exploring coffee shops, attending sports events (mainly basketball, my team is the Lakers), EDM concerts.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    Helping a client realize that they don’t need to continue working at his highly stressful job, he and his wife can retire comfortably AND can choose between purchasing a yacht or a home in the Rockies.
  • If you volunteer for a charity, which one(s) and why?

    Various homeless shelters or meal providers for the needy – The Salvation Army, City Team Oakland, YEAH Berkeley. If I were homeless, one of my biggest worries would be having a meal. The look on their faces as they receive their meals is so heartwarming and rewarding.
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