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 finance. As a single mother of four, she not only managed her finances with discerning prudence but also helped ensure her children's education was secured without the shadow of debt.
She's been a trusted representative for Dave Ramsey since 2012, Sandy combines her rich experience with spiritual principles to offer comprehensive tax and financial strategies.
With a foundation in engineering and a Master's in management, her analytical acumen is unmatched, helping make 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: 888-646-5602
Email: sandy@stepwisefinancial.com
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Silver Oak Securities nor any of its representatives may give legal or tax advice.