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 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.