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Charles Yu

Financial Advisor at McAdam Financial

Charles Yu is a Financial Advisor at McAdam Financial, where responsibilities include helping clients understand their financial situations and addressing key areas of financial planning, such as wealth protection, maximizing returns based on risk tolerance, tax savings, and preparing for significant financial challenges. Prior experience includes a Reporting Intern position at NN and a role in the Facilities Crew at Boston College, as well as teaching advanced math to elementary students at the Memphis Chinese Language School. Charles holds a Bachelor's Degree in Finance from Boston College and a Bachelor's degree in Liberal Arts and Sciences from The University of Hong Kong. Early education was completed at White Station High School.

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