Pacific United Planning
Pacific United Planning (CRD# 283091) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $12,794,327 in 263 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts263ACCOUNTS
Average Account Value$48,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Yu (CRD# 5428447) is an Investment Advisor Representative working at Pacific United Planning in Phillips Ranch, CA and has over 10 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.