Jenny Po Wah Yu, Financial Services Professional with Nylife Securities LLC

Jenny Po Wah Yu, Financial Services Professional with Nylife Securities LLC I am a Financial Services Professional offering services and securities through NYLIFE Securities LL I am not licensed in all jurisdictions.

I became an Agent with New York Life Insurance Company in 2010 after working for 3 years in the financial industry. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your need

s and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Greater San Francisco
425 Market Street Suite 1600
SF, CA 94105
(415) 990-1247
Email: [email protected]

My California insurance licensed number is 0G9105. I offer a variety of products that can help you meet a number of insurance and financial needs including but not limited to college funding, retirement, managing cost for extended periods of care and lifetime income strategies.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
09/04/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/03/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
09/01/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4xzGz4P

Nearly half of parents of children under 18 (45%) say they’ll likely have to rely on credit to manage some of their expe...
08/23/2026

Nearly half of parents of children under 18 (45%) say they’ll likely have to rely on credit to manage some of their expenses this month, according to NerdWallet’s new Financial Resilience Index.

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up o...
08/20/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
08/18/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

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San Francisco, CA
94105

Telephone

(415) 393-6032

Website

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