Daniel Yu
Private Wealth Manager at Creative Planning
- Role
- Private Wealth Manager at Creative Planning
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Daniel Yu
Holder of the CFA designation. I also have my CFP. At Creative Planning LLC, I work…
Experience
Private Wealth Manager
Sep 2024 — Present · Albuquerque, NM, US
I work directly with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits, and estate planning.
Education
University of Richmond
BSBA, Finance and Marketing
1990 — 1994
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