Cassidy Liu

Senior Client Service Associate

Cassidy started her career in the financial industry in 2012 and joined the Young & Associates Team in 2022, bringing over 10 years of industry experience and knowledge to the team. Prior to joining the team, Cassidy served as Regional Support Specialist and worked as field support at Wells Fargo Advisors. Cassidy is excited to apply her expertise to assist our clients in account opening and reporting, assisting with wires and money movement, and scheduling.

Cassidy holds a bachelor’s degree in Business Administration from University of San Diego. She is Series 7, 63, 65, 9/10- licensed, and brings to the team her wealth and banking knowledge.

In her spare time, Cassidy enjoys watching movies, cooking and traveling. She loves to travel and explore the wonders of the world. Cassidy can read, write and speak fluently in Mandarin.