DSG President | DSG

TONY YU

ESQ, CPA, CPCU, CFP®, ACI, CLU, ChFC, PFS, CFS, TEP

Attorney Tony Yu is the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father, Castor Yu. Utilizing Tony’s diverse legal, accounting, and financial planning background, DSG specializes in Business Protection, Tax & Business Planning, and Wealth Transfer.

Tony graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US, and also formerly a clerk at the Los Angeles Probate Court.

Professional & Community Network

TALA, President

Taiwanese American Lawyers Association, 2016-2017

APCPAA, President

Asian Pacific CPA Association, 2016-Present

APCF, Board Chairman

Asian Pacific Community Fund, 2015-2017

CalBar, Committee Vice Chair

California State Bar, Vice Chair of Estate and Gift Tax Committee, 2008-2010

NAPABA, Trust Committee Co-Chair

National Asian Pacific American Bar Association, 2017-2022

UC Hastings Law, Board of Governors

University of California, Hastings College of the Law, 2014-2018

17 PROFESSIONAL LICENSES

Attorney California State Bar (UC Hastings Law School)
(CPA) Certified Public Accountant, California
(CPCU) Chartered Property Casualty Underwriter
(ACI) Associate in Captive Insurance
(CFP®) Certified Financial Planner™
(CLU) Chartered Life Underwriter
(ChFC) Chartered Financial Consultant
(PFS) Personal Financial Specialist
(CFS) Certified Funds Specialist
(AEP®) Accredited Estate Planner
(TEP) Trust and Estate Practitioner
FINRA Series 7 General Securities Representative Registration
FINRA Series 24 General Securities Principal Registration
FINRA Series 63 Securities Registration (CA)
FINRA Series 65 Securities (CA) RIA Registration
California Life & Health Insurance, CA Insurance License#0C31182
California Property & Casualty Insurance, CA Insurance License#0C31182

AWARDS & RECOGNITION

2018 “Standing Ovation for Personal Financial Planning”

– American Institute of CPAs (AICPA)

2017 “Best Lawyer Under 40”

– National Asian Pacific American Bar Association (NAPABA)

2017 “Top 10 Overseas Young Professional”

– Government of Taiwan

2017 “Community Champion of the Year”

– Asian Business Association (ABA)

2015 “Entrepreneur of the Year”

– Asian Business League (ABL)

2012 “Rising Star” (Top 2.5% Attorneys)

– Southern California Super Lawyers Magazine