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Advisors / California / Playadel Rey
19yrs

David Yu

Financial advisor at Pacific United Planning

David Yu is a fiduciary financial advisor in Playadel Rey, California, with 19 years in the industry. After five years at Woodbury Financial Services, David joined Pacific United Planning in 2016, a firm offering financial planning, investment management, and educational workshops. David holds the CFP® designation.

Playadel Rey, CACFP®Fiduciary advisor
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At a glance

Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
OfficePlayadel Rey, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$253,240
States licensed ?2 states

Services through Pacific United Planning

Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. 2011 – 2016
    Woodbury Financial Services, Inc.Previously

Contact David

(626) 788-2118Pacific United Planning main office Playadel Rey, CAOffice · Get directions Firm websiteHTTP://PACUNITED.COM

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Questions to ask David

Tailored to David’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Pacific United Planning at (626) 788-2118 and ask for David Yu. David works from the Playadel Rey, CA office.

How long has David been a financial advisor?

David has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.

What licenses does David hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Pacific United Planning reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.