David Yu, CFP
Pacific United Planning, Inc.
Certified Financial Planner in Diamond Bar, CA
Address:20955 Pathfinder Rd Ste 100
Diamond Bar, CA 91765
About David Yu
David Yu is a financial professional at Pacific United Planning, Inc. located in Diamond Bar, California. David Yu holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Yu provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Yu20955 Pathfinder Rd Ste 100
Diamond Bar, CA 91765
Phone Number:
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Website:
https://www.pacunited.com
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