Wealth Management
Address: 1401 S. Gilbert Street, Iowa City, IA 52240
Meet Yu Yu – A Financial Planning Expert Empowering Clients Through Education and Care
Yu Yu is a First Vice President, Wealth Management Officer passionate about financial education and financial planning. She builds personalized financial plans that evolve with her clients - helping them navigate life’s transitions with confidence and achieve their goals with clarity and purpose.
Yu Yu is a Certified Financial Planner® and Certified Investment Management Analyst®. She is a member of the CFP Board and Investments & Wealth Institute.
Yu Yu received her BBA in Finance and Accounting from the University of Iowa. Prior to joining the bank, she worked as an independent financial advisor and a tax specialist.
Outside of work, she enjoys spending time with her family, music, and volunteering. She currently serves on the Board of Directors for TRAIL of Johnson County, Iowa City Area Chinese Association and on the treasurer’s team for Scouting America Troop 250.