DSG
DSG President

DSG President

TONY YU

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

Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California

California Licensed Professional Fiduciary

Tony Yu, President of DSG

Attorney Tony Yu is the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father Castor Yu. Tony uses his diverse legal, accounting and financial planning background to help clients with business protection, tax and wealth planning.

Tony graduated cum laude from UCLA with degrees in Business-Economic, Communications, and Accounting. Tony is fluent in English, Mandarin Chinese, Spanish and Taiwanese. Tony was previously an attorney at Holland & Knight, one of the largest trust law firms in the US.

Professional & Community Network

Professional Network

TALA, President

Taiwanese American Lawyers Association, 2016-2017

APCPAA, Founding President

Asian Pacific CPA Association, 2016-2023

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

19 PROFESSIONAL LICENSES

Professional Licenses
1.Attorney California State Bar (UC Law SF, aka UC Hastings)
2.Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California
3.California Licensed Professional Fiduciary
4.(CPA) Certified Public Accountant, California
5.(CPCU) Chartered Property Casualty Underwriter
6.(ACI) Associate in Captive Insurance
7.(CFP®) Certified Financial Planner™
8.(CLU) Chartered Life Underwriter
9.(ChFC) Chartered Financial Consultant
10.(PFS) Personal Financial Specialist
11.(CFS) Certified Funds Specialist
12.(AEP®) Accredited Estate Planner
13.(TEP) Trust and Estate Practitioner
14.FINRA Series 7 General Securities Representative Registration
15.FINRA Series 24 General Securities Principal Registration
16.FINRA Series 63 Securities Registration (CA)
17.FINRA Series 65 Securities (CA) RIA Registration
18.California Life & Health Insurance, CA Insurance License#0C31182
19.California Property & Casualty Insurance, CA Insurance License#0C31182

AWARDS & RECOGNITION

Awards

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