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Yihua Lu is a seasoned financial professional with extensive experience in investment and financial planning. Since February 2020, Yihua has served as the Head of Investment Specialist and Co-Funder at AI Financial, concentrating on investment loan applications and segregated fund investments to optimize client benefits and minimize taxes. Prior to this role, Yihua held the position of Financial Planner at LeveR Investment Group from December 2012 to February 2020 and at Primerica from July 1998 to December 2012.