Daniel Yu, CFA®, CFP®

Daniel serves as a Private Wealth Manager, working directly with his 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.

With more than two decades of experience in the financial services industry, Daniel has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior wealth advisor.

Daniel earned a Bachelor of Science degree from the University of Richmond. He is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and holds the Chartered Financial Analyst® designation, as awarded by the CFA Institute, and the Accredited Investment Fiduciary® designation, as awarded by Fi360.

Daniel has three adult children. In his spare time, he enjoys cooking, gardening and spending time with his family.