Miao Yu, CFAAssociate Advisor
Direct: (425) 531-7331
Office: (425) 467-1011 Ext. 228
Helping clients meet their goals through tax efficient investments
Miao was born and grew up in Beijing, China. She moved to North Carolina for graduate school. After that she worked in data analytics for over 10 years and part time equity research analysis for 3 years. Realizing her true passion is meeting people and helping people make tax efficient investment decisions, she joined Avier Wealth Advisors in November 2019.
As an Associate Advisor, Miao collaborates with Lead Advisors and Client Service Associates to help clients achieve their financial goals. Miao is passionate about tax efficient investing research, asset allocation and mutual fund manager selection. She is technologically proficient and always eager to learn new skills. She is fluent in Python, R, SAS, SQL, Looker and Tableau from her previous roles and brings her technical skills to Avier. She recently passed the CFP designation.
She enjoys playing with her dog, hiking, exploring new restaurants, painting and drawing.
Bachelor of Science in Biological Science – Beijing Forestry University
Master of Science in Financial Mathematics – North Carolina State University
Master of Science in Economics – North Carolina State University
Chartered Financial Analyst® (CFA) Charterholder