UNIONDALE, NY / ACCESS Newswire / September 30, 2025 / Marquis Who's Who honors Sharon Lu, MA, CIWM, CFP, CIM, for her outstanding career in financial consulting and her leadership in guiding companies through the process of going public. Recognized as a Top Entrepreneur, she has built a reputation for helping business owners and entrepreneurs prepare for and navigate the complexities of initial public offerings on the U.S. stock exchange.

About Sharon S. Lu

Ms. Lu is the president of L&Y Global Consulting, which she founded in 2025 to provide IPO readiness, process and post-IPO support to entrepreneurs in the United States and abroad. Her firm works with business owners to develop strategies that help them approach capital markets with confidence. She is known for her detailed planning and ability to explain complex processes, ensuring clients succeed as they take on the many challenges of going public.

Before launching her firm, Ms. Lu built a respected career in Canada's leading financial institutions. At RBC Wealth Management, she designed integrated wealth strategies for high-net-worth clients and multigenerational families. Her work combined global asset allocation and investment, global tax and estate planning, philanthropic and business succession planning into a comprehensive approach. She also served as a senior financial adviser at CIBC Imperial Services Inc., where she assisted clients in building long-term financial security. These roles gave her extensive knowledge of global markets and experience in supporting clients across North America and Asia.

Ms. Lu earned a master's degree in economics from the University of Windsor in 2016. She holds several professional designations, including certified international wealth manager (CIWM), certified financial planner, chartered investment manager and personal financial planner. The CIWM credential is particularly prestigious, with only a small number of professionals in Canada holding the designation. She also holds specialized certificates in alternative investments, retirement and estate planning, portfolio management and advanced investment strategies.

Expertise in the Financial Services Industry

Ms. Lu's career achievements reflect her dedication to establishing trust in the financial services industry. She emphasizes transparency and authenticity, aiming to be the professional that clients can depend on. She believes that many entrepreneurs, especially those from emerging markets in Asia, possess the necessary qualifications and drive to pursue IPOs but often lack the guidance and connections required. Her work fills this gap by providing trusted expertise that helps companies access capital markets and achieve growth.

In addition to her client work, Ms. Lu has contributed to the development of future professionals by serving as a faculty member and financial planning coach with FP Canada. In this role, she mentors and evaluates candidates to ensure they meet national standards, strengthening the next generation of financial planners.

Ms. Lu's commitment to governance extends globally through her membership in the VAB community, which was established in London, England, and is an international network of board-level talent spanning 80+ countries and hundreds of industries. As part of this group, Ms. Lu exchanges board-level insights, participates in peer learning on governance skills and engages in networking that helps leaders tackle complex strategy issues. This role highlights her broader impact beyond financial services and underscores her ability to contribute to knowledge-sharing at the highest levels.

Setting an Example for Others

In her personal life, Ms. Lu values the importance of equal opportunity. As an Asian woman who has faced challenges with gender inequality, she has remained determined to succeed and to serve as an example for others. She hopes to inspire women in business to continue striving for equal treatment and recognition. She enjoys learning continuously and engaging in thoughtful exchanges with accomplished and intellectually driven individuals.

Looking ahead, Ms. Lu plans to deepen partnerships that translate her expertise and international connections into meaningful outcomes for founders and their companies. She aims to strengthen resilience in businesses, generate community benefits and support long-term economic impact. From wealth management to opportunity creation, her focus now extends to lifting founders, creating jobs and driving capital formation that fuels broader growth.

About Marquis Who's Who^®:

Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America^®, Marquis Who's Who^® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America^® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis^® publications can be viewed at the official Marquis Who's Who^® website, www.marquiswhoswho.com.

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SOURCE: Marquis Who's Who