Karina Chan Yu

Financial Associate

Karina Chan Yu joined the firm as a Financial Associate in 1999.  Karina is very knowledgeable about cash and securities transfers.  Prior to becoming part of the Financial Clarity team she worked as a Foreign Exchange Consultant for First Federal Consulting.  She graduated from Saint Peter’s College with a Bachelor of Science degree in Economics in 1997.

Q: What do you like most about being part of Financial Clarity?

I really enjoy helping individuals achieve their financial goals.  At FCI I’ve grown to better understand the financial/investment world and how all these pieces come together uniquely for each client’s situation.

Q: If you weren’t in wealth management, what would you be doing instead?

I would probably be involved in social services.  Coming from a third world country, I have seen indifference towards the basic human needs of others.  I find it emotionally rewarding to make a difference in someone else’s life, especially those underserved by society.