Instructor Biography

David T. Yu

David T. Yu

President, Wealth Advisor
DTY Wealth Planning Solutions
Instructor's Course List

About The Instructor

David T. Yu is the president, founder, and wealth advisor of  DTY Wealth Planning Solutions with over 16 years in the  financial services industry.

DTY Wealth Planning Solutions is an independent, holistic  financial planning firm that strives to serve our clients with the  highest level of ethics and integrity. We advise our clients as  fiduciaries to help them reach their overall financial goals and  objectives.

We also form advisory partnerships with CPAs and tax  attorneys to empower them to help their clients minimize or  eliminate capital gains and income tax burdens. Our  collaboration with these professional partners help increase  their bottom-line through proven solutions that leverage the  many opportunities available within the current tax codes.

DTY Wealth Planning Solution’s mission is devoted to  maintaining the highest standards of ethics, integrity, and  professionalism in our relationship with our clients. We strive  to establish solid foundations to cultivate long-term  relationships with our professional partners.

David has lived overseas in Europe and Asia and has traveled  extensively in many parts of the world. David is fluent in the  Mandarin Chinese.

Besides having a deep passion to provide value-add advice to  those that are served by David and his team, he has a flying  passion. David is type-rated in the A310, A320, B737, and B777  aircrafts and has a B727 flight engineer license. He also has an  aircraft powerplant mechanic license.

CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org