DSG Business, Tax, & Wealth Planning - Tony Yu, Attorney & CPA

DSG Business, Tax, & Wealth Planning - Tony Yu, Attorney & CPA Tony Yu is the 2nd Gen Owner of DSG, and he is also a Trust Attorney, CPA, CPCU, CFP®, ACI, CLU, ChFC, PFS, CFS. DSG was founded by Castor Yu (尤中正) in 1986.

His son, Tony Yu (Trust Attorney, CPA, Certified Financial Planner™, CPCU, ACI, CLU, ChFC, PFS, CFS), has expanded DSG’s team and professional services. Attorney Yu was a Trusts & Estates Attorney at Holland & Knight, the largest trust law firm in the US. Attorney Yu has also clerked for the Los Angeles Probate Court. Today, the DSG Family of Companies features our (1) In-house Trusts & Estates law firm, (2) Advanced wealth consulting service, (3) independent business insurance brokerage, and (4) independent life insurance brokerage. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. DSG Family Legacy Insurance Solutions, Inc. is independently owned and operated. Tony Yu - CA Insurance License

DSG Insurance Services, Inc - CA Insurance License

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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1340 Valley Vista Drive Suite 200
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91765

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