HisJourney
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financial
TY
◉ Reviewed
Specialty
Accredited Estate Planner (AEP) — Insurance/Financial Planning
Address
1340 Valley Vista Dr., Ste. 200, Diamond Bar CA 91765
Phone
(909) 396-9050
Website
www.dsglegacy.com
A reviewed provider

Tony Yu

Accredited Estate Planner (AEP) — Insurance/Financial Planning · Based in Diamond Bar, CA · JD, CPA/PFS, CPCU®

Financial AdviceDivorce FinanceAEP
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§ Reviews & engagement

0 ratings

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§ About this provider

Services

Financial AdviceDivorce Financial PlanningWealth ManagementPlanner

Best for

Want To Retire · Financial Independence

§ How we know

Tier

◉ Reviewed

Has public peer recognition (e.g. Doyles Guide) or charity-register confirmation. We have not personally engaged them.

Why this tier

NAEPC Accredited Estate Planner (Los Angeles).

Last verified: 26 Apr 2026

○
Listed

Confirmed real entity with valid contact details. No quality claim - we have not personally engaged or peer-checked them.

◉
Reviewed

Has public peer recognition (e.g. Doyle’s Guide) or charity-register confirmation, with citations on the profile.

✓
Vetted

Personally engaged by HisJourney - we have spoken to them or worked with them ourselves before listing.