Sharon S Lu, M.A.(Econ) CIWM® CFP® CEPA® CIM® in

Sharon S Lu, M.A.(Econ) CIWM® CFP® CEPA® CIM®

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Member at Virtual Advisory Board (VAB)
📍 New York, New York, United States

Sharon S. Lu leads L&Y Global Consulting, where she advises founders and growth-stage companies on exit strategies, including M&A, IPOs, and ESOPs. She focuses on accelerating enterprise value and executing optimal liquidity outcomes for shareholders. She holds CIWM®, CFP®, and CIM® designations and earned her M. A. in Economics.

Sharon is deeply engaged in professional development and high-level networking, frequently attending events like the New York Venture Summit and those hosted by the Harvard Business School community. She is committed to continuous learning and building connections with leaders, innovators, and founders across various industries.

She has been recognized as an "Honored Listee and Top Entrepreneur" by Marquis Whos Who for her career longevity and excellence in financial consulting.

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Experience
3 Years
Current Role
Member
Location
New York, New York, United States
Personality Overview

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Decision Approach
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Priorities

Topics Sharon cares about

Founder Exit Strategies
Her advisory firm specializes in helping founders and shareholders design and execute optimal liquidity outcomes, including M&A, IPOs, MBOs, and ESOPs.
Enterprise Value Acceleration
A core part of her work is advising growth-stage companies on strengthening governance, scalability, and valuation drivers to maximize their enterprise value before an exit.
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Career

Work history

8-2025
Member
Virtual Advisory Board (VAB)
1-2025
President
L&Y Global Consulting
1-2024 - 10-2024
Faculty Member
FP Canada
1-2023 - 6-2024
Investment Advisor & Financial Planner
RBC Wealth Management
6-2022 - 10-2022
Professional development
Career Break
In the press

Media appearances

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Education
1-2026 - 2-2026
Certified Exit Planning Advisor
Exit Planning Institute
11-2023 - 3-2024
Series 66 - Uniform Combined State Law Examination (S66)
Securities Institute of America
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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