David T. Yu
President and Wealth Advisor
Meet Our Founder: David T. Yu, AIF®, TPCP®, CBDA
Accredited Investment Fiduciary® | Tax Planning Certified Professional® | Certified in Blockchain & Digital Assets
David T. Yu’s journey to becoming a seasoned wealth advisor is as unique as the strategies he creates for his clients. With over two decades of experience, David combines deep financial expertise with a global perspective and a lifelong passion for aviation.
As the founder of DTY Wealth Planning Solutions, David specializes in wealth management, tax mitigation, and retirement planning, helping individuals and families navigate their financial journeys with the precision of a seasoned pilot.
From the Cockpit to the Boardroom
David’s entrepreneurial spirit took flight early—literally. As a teenager, he sold Christmas trees to fund his flying lessons. This drive led him to earn a degree in Airways Science and eventually found Goldsun Aviation Consulting Inc. By age 25, he was managing multi-million-dollar pilot training programs for international airlines.
Today, David merges his two worlds through “The Base Turning Final Retirement Program,” a specialized initiative designed to guide airline pilots through the complexities of financial planning. A licensed airline pilot type-rated in the A310, A320, B737, and B777, David brings the same discipline required in the cockpit to his role as a trusted fiduciary.
Elite Credentials & Global Insight
David’s approach is informed by years of living in Asia and Europe. Fluent in Mandarin Chinese, he offers a sophisticated, international perspective on emerging markets and wealth preservation. His professional foundation includes:
- Accredited Investment Fiduciary® (AIF®)
- Tax Planning Certified Professional® (TPCP®)
- Certified in Blockchain & Digital Assets (CBDA)
- Series 7 and 66 securities licenses, plus Insurance and Annuity licensing
A Trusted Voice
A recognized expert, David has been featured in the USA Today Money section and on ABC, CBS, FOX News, and NBC. When he isn't hosting the Jet Setting Wealth Advisory podcast or leading seminars at South Florida universities, you can find him fueled by his love for adventure—whether he’s rescue scuba diving, skiing, or exploring the outdoors.
David’s mission is simple: to empower you to reach your financial destination with confidence, transparency, and innovation.