Sanyu has more than 25 years of banking and wealth management experience, specializing in credit structuring, complex wealth planning and customized solutions for high net worth individuals and families. Known for her proactive style and ability to simplify complex financial concepts, she serves as a trusted advocate for her clients.
Sanyu is committed to creating personalized, comprehensive strategies to help clients preserve, grow and transfer their wealth. Her advisory approach spans integrated wealth planning, estate and trust coordination, tax aware investment strategies, customized credit and tailored deposit solutions. She partners closely with teams of specialists to ensure clients receive cohesive, holistic guidance for every stage of life.
She holds an MBA in Financial Planning from California Lutheran University and a bachelor’s degree in finance from Cal Poly. She maintains Series 6, 7, 63, 66, Life Insurance, and advanced credentials including PFP and AWMA.
Outside of work, she enjoys staying active, connecting with her community and spending time with family and friends.
