23
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Daniel Yu
CFA, CFP®, AIF® | Senior Wealth Advisor and Economic Strategist
Education:
Bachelor in Business Administration with a major in Finance from the University of Richmond
Meet Daniel
Daniel joined REDW Wealth in 2013 following 18 years of investment experience. He served as a research director for 13 years at a national investment firm where his duties included investment management, client services and portfolio construction. Daniel also has experience as a credit analyst specializing in fixed income securities analysis.
As the firm’s Senior Wealth Advisor, Daniel is a voting member and chairs the REDW Wealth Investment Committee. He leads the research team and is responsible for the overall investment process, including investment analysis, research, portfolio management, and asset allocation.
Professional Qualifications and Memberships
Daniel is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of New Mexico. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary (AIF®).
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
