Small business and Chinese markets among first priorities
(San Francisco, CA) – Financial professional Cady Yu has been promoted to the professional staff of MassMutual San Francisco, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), as a sales manager.
“My new role will allow me to deal directly with clients on matters of direct importance to them. I will also be able to help support new financial services professionals as they enter the career. Behind every transaction there are individuals looking to achieve their personal or business goals - whether they are buying, setting up key employee compensation plans or group disability income insurance or phasing into retirement. I am ready to help,” Yu said.
As a Sales Manager at the MassMutual San Francisco, Cady Yu is responsible for new agent recruiting, product training and cultivating her own strong financial services practice. She will concentrate on helping small businesses succeed and continue to strengthen relationships and offer services to the Chinese community. Among her objectives is to help other financial professionals on or interested in joining the MassMutual San Francisco team learn about the financial needs of their local Chinese community through seminar training, direct outreach and referrals.
“Our team of Chinese American financial professionals fully understands the challenges and opportunities the Chinese community faces, and we have been providing solutions to help the Chinese community in the Bay Area reach their financial goals for over 10 years,” said Robert Fakhimi, MassMutual San Francisco general agent. “We are excited to have Cady share her expertise with us and expand our resources for this important community.”
Cady is a member of National Association of Professional Women, Hunan Association, and founder of CJ Loving Heart Foundation.
Cady Yu earned her undergraduate degree at Second Military Medical School of Shanghai where she majored in medicine. She continues to use her medical experience to help her clients who own medical and dental practices with the financial challenges they face managing a successful practice. Yu and her husband Jason are the parents of two lovely girls and live in Silicon Valley, California.
The San Jose office of MassMutual San Francisco is located at 1899 Concourse Dr. San Jose, CA 95131 and offers variety of financial products such as: Annuities, Life Insurance, Disability Insurance and Long Term Care, to clients in Bay Area.
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.