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 la

w 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.

09/09/2022. ETTV_AB5 California Labor Act Guarantees Independent Contractor Benefits. See Video:
09/16/2022

09/09/2022. ETTV_AB5 California Labor Act Guarantees Independent Contractor Benefits. See Video:

12/05/2019-12/08/2019 DSG Year-End Trip to Florida Our team had a wonderful time from visiting Universal Orlando, Disney...
01/03/2020

12/05/2019-12/08/2019 DSG Year-End Trip to Florida
Our team had a wonderful time from visiting Universal Orlando, Disney Orlando, eating at the Lobster Feast buffet and watching Teppanyaki Mickey on fire show at Kobe steakhouse. At DSG, our team members work side-by-side to best service our clients and play side-by-side to solidify our family culture.

DSG is First class, Professional, Trustworthy, Reliable, Knowledgeable.

Here we are in 2020, growing stronger as ever ~

HAPPY NEW YEAR everybody ~

Helpful business, legal, and tax planning advice from the professionals of Asian Pacific CPA Association. I am honored ...
07/02/2019

Helpful business, legal, and tax planning advice from the professionals of Asian Pacific CPA Association. I am honored to serve as APCPAA President, and grateful to work alongside a talented group of professional business advisers whom I am proud to call my dear friends.

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03/21/2019 Experience the power of magic at the mysterious Magic Castle.
05/09/2019

03/21/2019 Experience the power of magic at the mysterious Magic Castle.

01/10/19 DSG Cooking our way through time. Now we know who's food we should all avoid at all cost.
05/09/2019

01/10/19 DSG Cooking our way through time. Now we know who's food we should all avoid at all cost.

2018 DSG Photoshoot. Superb Customer Service starts with a Superb Team of Professionals. DSG is blessed to have such a...
12/23/2018

2018 DSG Photoshoot. Superb Customer Service starts with a Superb Team of Professionals. DSG is blessed to have such a talented, hard-working, caring, and fun-loving team!

Dec 2018 DSG Annual Company Trip. From the Hills of Napa Valley to the Cliffs of the Golden Gate Bridge, and from Tony ...
12/23/2018

Dec 2018 DSG Annual Company Trip. From the Hills of Napa Valley to the Cliffs of the Golden Gate Bridge, and from Tony Yu's alma mater, UC Hastings Law School to the Jails of Alcatraz... our DSG Family warmly wishes all of our Clients and Friends a Happy 2018 Holiday Season and a Healthy & Prosperous 2019 Year!

09/25/2018. 2018 American Dream Monographic Seminar Wealth Protection. See Video:
12/01/2018

09/25/2018. 2018 American Dream Monographic Seminar Wealth Protection. See Video:

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