Albuquerque, NM — September 3, 2021 — REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that Daniel Yu, Chief Investment Officer, has been awarded CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc. The CFP® designation signifies a competent financial advisor who acts as a client’s fiduciary, is committed to put a client’s needs first, and has made a commitment to ethics. CFP® professionals build upon extensive experience and meet rigorous training and testing requirements; they risk losing certification if they do not abide by a certain code of ethics and standards.
Paul Madrid, REDW Wealth Principal and Wealth Management Practice Leader said: “The CFP® designation signifies trust—we want our clients to feel confident and secure that we are always putting their best interests first. We believe the level of certified expertise at REDW Wealth embodies those values and our commitment to them. With Ross Nettles and Robert Elzholz earning their CFP® designations within the last year as well, Daniel brings REDW Wealth to a number of eight total investment advisors who have attained the prestigious CFP® designation. We are very proud of this achievement for Daniel.â€
Daniel Yu joined the Albuquerque office of REDW Wealth in 2013, following 18 years of investment experience. At a national investment firm, he served as a research director for 13 years, managing investments, and conducting client services and portfolio construction. Daniel also has experience as a credit analyst specializing in fixed income securities analysis.
Daniel Yu, CFA®, CFP®, AIF®
“I am both gratified and grateful to have earned the CFP®,†said Daniel. “I trust that the process of earning the CFP® has provided me additional resources to better serve clients and help bring peace of mind to their financial situations.â€
In addition to becoming a CERTIFIED FINANCIAL PLANNER™, Daniel is a Chartered Financial Analyst (CFA®), a member of the CFA Institute and the CFA Society of New Mexico, and an Accredited Investment Fiduciary (AIF®).
About REDW Wealth LLC:
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC, operating primarily out of Albuquerque, NM. The firm has also recently established a presence in Phoenix, AZ. From both offices, REDW Wealth assists clients with wealth and asset management, investment advice, and other financial planning and estate planning needs. For more about REDW Wealth, visit REDWwealth.com.
