Trusted Financial Advisor

Mr David Yu CFP

Mr David Yu CFP

Pacific United Planning

c/o Pacific United Planning, 20955 Pathfinder RdSuite 100

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor