Loi Yu, AIF®, RICP®

Loi Yu, AIF®, RICP®

Managing Partner, Wealth Advisor

Since 1998, Loi has worked with and coached financial advisors throughout the United States about the importance of income planning. During his time at Equitable Distributors, Transamerica Capital, and Allianz Financial Services, Loi raised over $3 billion in assets helping financial advisors and individuals plan for a more fulfilled retirement. Loi was featured as the keynote speaker at several national and regional advisor conferences discussing the importance of distribution planning.

After 22 years of working with advisors, Loi witnessed individuals' needs be unmet. He remembers many individuals asking if he could advise them after his presentations. Loi was flattered by the thought and imagined the idea. But during this period, Loi’s role was to coach advisors not to provide advice to the retail market. The idea of helping individuals was realized in 2021 when Bernie Snyder asked Loi to take over his practice. “You are the only person I trust with my clients,” Bernie stated. Loi left the institutional side of the industry to address the needs that many Americans do not get today, which is holistic planning married with a thoughtful investment portfolio that is client centric.  Loi brings a fresh perspective from his background working with industry professionals to give his clients the most comprehensive experience possible.

Loi’s family immigrated to this great nation in 1978 with $500 and a dream, the American Dream. Loi is always happy to discuss his childhood, where he spent much of his time helping the family business with weekends spent at the flea market selling shoes and belts. Hard work and grit were essential in his pursuit to live richly. Loi graduated from UC Santa Barbara with a business and economics degree. But his most significant accomplishments are marrying his wife Marie and bringing into this world three soccer-loving kids, Chayse, Madyson, and Ayden.


Bachelor of Arts, Business Economics, the University of California Santa Barbara


Fast Facts About Loi:

Hometown – Carmel, CA

Favorite Food - Sushi

Pets – Mylo, English Bulldog

Indulgence – Chocolate Soufflé