Daniel Yu Email & Phone Number
Private Wealth Manager @ Creative Planning
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Daniel Yu Location
- Albuquerque, NM, US
Daniel Yu Work
- 2024 - now Private Wealth Manager @
- 2023 - 2024 Economic Strategist and Senior Wealth Advisor @
- 2016 - 2023 Chief Investment Officer @
- 2014 - 2015 Senior Investment Advisor @
- 2013 - 2014 Operations Specialist @ REDW Stanley Financial Advisors, LLC
- 2011 - 2013 Portfolio Investment Analyst @
- 2000 - 2010 Director of Research @ MarketSpace Financial
- 1998 - 2000 Credit Analyst @
Daniel Yu Education
- University of Richmond
BSBA (Finance and Marketing)
1990 - 1994 - Albuquerque Academy 1986 - 1990
Daniel Yu Summary
- Daniel Yu, based in Albuquerque, NM, US, is currently a Private Wealth Manager at Creative Planning. Daniel Yu brings experience from previous roles at REDW Wealth Management, REDW Wealth LLC and REDW Stanley Financial Advisors, LLC. Daniel Yu holds a 1990 - 1994 BSBA in Finance and Marketing @ University of Richmond. Daniel Yu has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
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Peter Mallouk
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Chris Johnson
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Tamara Lowenberg
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Dave Kaye
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Kansas City, MO, US
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