Profile: Jerry Yu


Suffocating under a mountain of debt that you believe you will never pay off.

Being unable to set aside money for retirement because your whole paycheck is going just to pay the principal on that debt.

Feeling hopeless and discouraged as bills mount higher and higher.

Twenty years ago, Jerry Yu found himself in that exact position. A bright and ambitious young man, Jerry completed his studies and started his career. However, he soon found himself financing his new lifestyle with credit cards, racking up over $50,000 in debt!

Jerry quickly realized that, in spite of all his education and training, he knew very little about how money really worked and was unclear on basic principles such as compound interest. Jerry resolved to pull himself out of his dire financial situation by becoming a student of money. He dedicated himself to paying off his debts and learning everything he could about investing, saving, estate planning, taxes, wealth transfer, and asset protection As a result of his devotion to learning the real truth about money, Jerry realized he had a passion for helping others create their ideal retirement plans.

Jerry Yu founded Reign Financial in 2000 to help pre-retirees and retirees pay less in tax and avoid making mistakes with their finances from which they won’t have time to recover. His hands-on approach has garnered him praise from the hundreds of people he has helped over the years and he is in high-demand as a financial educator and article contributor. He is the co-author of “Defend Your Financial Kingdom” and a regular contributor to the popular blog.

Resources and Contact Information

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This film is SCARING Boomers, Gen Xers  and Millennials all across America! Follow this link to watch a short preview: Then, after watching, call my office to find out how to get free access to the entire film.


“It’s like investing…only harder.”

“Why your advisor must be a fiduciary.”

“Are you ready to live longer?"

Irvine Office

500 Technology Dr. Suite 300

Irvine, CA 92618

Phone: (626) 890-0090

Mon-Sun: 8:00 AM - 5:00 PM

Monrovia Office

185 W. Chestnut Ave

Monrovia, CA 91016

Mon-Sun: 8:00 AM - 5:00 PM

Diamond Bar Office

1520 Bridgegate Drive. Suite 118

Diamond Bar, CA 91765

Mon-Sun: 8:00 AM - 5:00 PM

Seattle Office

1400 112th Ave SE Suite 218

Bellevue, WA 98004

Mon-Fri: 8:00 AM - 5:00 PM

Annuity Guide

Learn more about the various annuity options available that can help you secure your retirement income.


Reign Financial & Insurance Services, Inc.

Jerry Yu
(626) 890-0090

Find Me on Facebook!       View My Linkedin Profile

Social Security Guide

Learn about some of the strategies you can consider to maximize your Social Security benefit.



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Jerry Yu

500 Technology Dr. Suite 300 Irvine, CA 92618

(626) 890-0090

Find Me on Facebook!       View My Linkedin Profile

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.