Linda Yu

Managing Director

Financial Advisor at Pacific Advisors in San Jose, CA


Linda has had 40 years experience in financial services for business, working globally with world class banks and Financial Institutes, 26 years as investment banker, from start-up, close up, mergers and acquisitions. Business risk and develop management. She currently holds Managing Director position with Pacific Advisors which is a 154 year financial institute, Comprehensive Financial Strategy Services firm. Including: Financial Analysis, Strategic Planning, Risk Management/Assets Protection, Wealth Management, Tax & Liability, Cash Flow, She has been focused on a holistic approach of Financial Education and Services, specializing in Business Planning & Estate Planning. She has experienced a sincere interest in serving a variety of Charities with Financial Planning.

1740 Technology Dr Ste 550 in San Jose, CA 95110
Languages: English, Chinese,
Year started: 1996


Peer Endorsements

Best Answers

Linda Yu has not answered any questions.


  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments



Series 63
Series 6
License # 0B94756


Woman in Finance Services