David Yu (CRD# 5428447) is an Investment Advisor Representative working at Pacific United Planning in Phillips Ranch, CA and has over 16 years of experience in the finance industry. David Yu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
Company Name | Location | Dates | Years |
---|---|---|---|
Delta Air Lines, Inc. | Atlanta, GA | Oct 2023 - Current | < 1 |
Pacific United Planning, Inc. | Phillips Ranch, CA | Mar 2016 - Current | 8 |
Pup Insurance Services | Phillips Ranch, CA | Mar 2016 - Current | 8 |
Kinney & Company Insurance Agency | Pasadena, CA | May 2012 - Feb 2024 | 11 |
Jetblue Airways Corporation | Queens, NY | Apr 2023 - Oct 2023 | < 1 |
Envoy Air, Inc. | Irving, TX | Feb 2022 - Apr 2023 | 1 |
Level Plane Field | Philips Ranch, CA | Sep 2019 - Dec 2022 | 3 |
Envoy Air, Inc. | Irving, TX | Aug 2021 - Feb 2022 | < 1 |
Oc Flight Lessons LLC | Costa Mesa, CA | Sep 2021 - Jan 2022 | < 1 |
Atp Usa, Inc. | Long Beach, CA | Mar 2021 - Sep 2021 | < 1 |
Rotors And Wings Aviation, Inc. | La Verne, CA | Sep 2020 - Jun 2021 | < 1 |
Royal Merchandise, Inc. | Arcadia, CA | Jan 2015 - Dec 2018 | 3 |
Pacific United Planning | Phillips Ranch, CA | Jul 2014 - Mar 2016 | 1 |
Woodbury Financial Services, Inc. | Pasadena, CA | Mar 2011 - Mar 2016 | 5 |
Pacific Wealth Planning | Pasadena, CA | Aug 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2007 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- CA
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$83,866
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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