Flora Yu

Flora (Jin) Yu, CFA, is a seasoned financial consultant with extensive experience in investment management and financial planning. Currently serving as a Senior Financial Consultant at Kaiser Permanente since July 2018, Flora has held multiple titles, including Senior Financial Planning Analyst and Financial Planning Analyst. Prior experience includes a role as Research & Investment Management Associate at Cassaday & Company, Inc. from January 2014 to March 2018, where Flora conducted market research, managed investment databases, and created custom investment models. Previous positions include internships and roles at Industrial and Commercial Bank of China, China National Machinery Import & Export Corporation, and China Everbright Bank. Flora holds a Master's degree in Business and Management-Finance from the University of Maryland and a Bachelor's degree in Economics from Capital University of Economics and Business.