Loi Yu, AIF®, RICP®, CEPA®
Managing Partner, Wealth Advisor
Since 1998, Loi has been a guiding force for financial advisors and their clients across the United States, emphasizing the critical role of income planning. As a keynote speaker, he graced national and regional advisor conferences, passionately discussing distribution planning and how clients can attain financial freedom. In 2021, recognizing the unmet needs of everyday people, he seized the opportunity to lead Bernie Snyder's Wealth Management Practice. U-Core Capital was formed to address holistic needs he believes are often overlooked by traditional approaches.
Loi's philosophy centers around the Live Richly Formula, a blend of holistic planning and personalized investment portfolios. Whether it's retirement planning, wealth management, risk mitigation, tax and estate planning, philanthropy, or legacy building, Loi seeks to bring fresh perspectives from his industry background, ensuring clients receive a comprehensive experience.
Loi's journey is a testament to the American Dream. In 1978, his family immigrated to the United States with just $500 and boundless aspirations. His childhood memories include weekends at the flea market, where he helped the family sell shoes and belts. This early experience instilled in him the values of hard work and determination, which have been the driving force behind his pursuit of a rich and fulfilling life.
Loi holds a degree in business and economics from UC Santa Barbara. He married his wife, Marie, and they have built a loving family together. They have three children, Chayse, Madyson, and Ayden, who share a passion for soccer. Loi is a supportive father who is often found cheering on his kids from the sidelines at their soccer games. Loi treasures these moments. He believes that true wealth is not just measured in dollars but in the richness of experiences and relationships.
Education:
Bachelor of Arts, Business Economics, the University of California Santa Barbara
Fun Facts About Loi:
Hometown Carmel, CA
Favorite Food Sushi
Pets Mylo, English Bulldog
Indulgence Chocolate Soufflé