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.