Meet Our Advisor
David T. Yu, AIF®, TPCP®, CBDA
ACCREDITED INVESTMENT FIDUCIARY®
TAX PLANNING CERTIFIED PROFESSIONAL®
CERTIFIED IN BLOCKCHAIN & DIGITAL ASSETS
FOUNDER / WEALTH ADVISOR
954-933-6565
David.T.Yu@DTYWealthPlanningSolutions.com
David T. Yu, AIF®, TPCP®, CBDA is a seasoned wealth advisor with over two decades of experience across financial services, mortgage banking, and real estate investment. As the founder of DTY Wealth Planning Solutions, David is driven by a mission to provide innovative, high-impact value that helps his clients not only meet but surpass their financial goals.
To provide a truly holistic experience, David leads a firm that forms strategic advisory partnerships with CPAs and tax attorneys, ensuring every angle of a client's financial life is optimized.
The Entrepreneurial Pilot
Always an innovator, David’s entrepreneurial spirit took flight in his teens when he sold Christmas trees to fund his flying lessons. After earning his degree in Airways Science with an emphasis in Aviation Management, he founded Goldsun Aviation Consulting Inc. in Taiwan. By age 25, he had secured a multi-million dollar contract to manage a major airline’s pilot training program.
David eventually merged his love for the skies with his financial expertise by developing “The Base Turning Final Retirement Program,” a specialized framework designed to help airline pilots navigate retirement. His technical discipline is backed by impressive credentials: he is type-rated in A310, A320, B737, and B777 aircraft, and holds both a B727 Flight Engineer license and a Power Plant Aircraft license.
A Global & Disciplined Perspective
Having lived in Asia and Europe, David brings a unique global perspective to wealth management. Fluent in Mandarin Chinese, his extensive time spent in Greater China and emerging markets allows him to offer a sophisticated outlook on the modern economy.
His commitment to excellence is reflected in his comprehensive professional designations:
- Accredited Investment Fiduciary® (AIF®): Upholding the highest legal and ethical standards in investment management.
- Tax Planning Certified Professional® (TPCP®): Implementing advanced strategies to mitigate tax liabilities.
- Certified in Blockchain & Digital Assets (CBDA): Providing expert guidance on the future of digital finance.
- Series 7 and 66 securities licenses, plus Insurance and Annuity licenses.
A Trusted Voice & Adventurer
David is a dedicated fiduciary, building long-term relationships rooted in integrity. His insights have been featured in the Money section of USA Today, Taiwan Daily News, and on ABC, CBS, FOX News, and NBC. He also shares his knowledge weekly as the host of the Jet Setting Wealth Advisory podcast and through educational seminars at universities across South Florida.
Outside the office, David embraces life wholeheartedly as a certified rescue scuba diver, an avid downhill skier, and a passionate outdoor adventurer.