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Sandy Yu

Sandy Yu

Investment Professional

Sandy Yu, a dedicated Registered Representative at Stepwise Financial, an HBW Partners Firm. She brings to life the ethos of financial freedom through her work. Inspired by the wisdom of Romans 13:8 "owe no one anything except love." Sandy empowers her clients to navigate their financial journeys with biblical guidance.

Her own story is one of resilience and faith. Achieving financial independence, Sandy retired early from a thriving engineering career to pursue her passion for financial planning. As a single mother of four, she not only managed her finances with discerning prudence but also ensured her children's education was secured without the shadow of debt.

She's been a trusted advisor for Dave Ramsey since 2012, Sandy combines her rich experience with spiritual principles to offer comprehensive tax and financial planning.

With a foundation in engineering and a Master's in management, her analytical acumen is unmatched, making retirement dreams attainable for her clients at Stepwise Financial.

Education:

  • B.S. degree in Engineering
  • M.S. degree in Management

 

Licenses and Registrations:

  • Series 6 Investment Company Products & Variable Contracts
  • Series 63 Uniform Securities Registration
  • Life, Accident, Disability, Long Term Care & Health Insurance

 

Contact Information: 

Phone:  630-882-9460     

Fax: 630-800-3689

Email:  sandy@stepwisefinancial.com

  

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.