- Comprehensive Financial Planning
- Wealth & Investment Advisory
- Corporate Executive Services
CREDENTIALS / EDUCATION
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Investment Management Consultant (CIMC) Designee
- Fordham University: BS, Accounting
- Financial Planning Association
- Investment Management Consultants Association
Dan Yu is the Managing Principal of EisnerAmper Wealth Advisors LLC, an affiliate of EisnerAmper LLP. He provides services to high net worth individuals, and has served executives and employees at many Fortune 1000 companies. Dan’s consulting services include investment asset allocation design and drafting tailored investment policy statements, analyzing clients’ overall balance sheet and cash flow position and modeling asset future accumulation, comprehensive goals-based financial plans, and formulating financial plan implementation processes. He regularly reviews employee and executive benefit plans and provides compensation planning services, and also addresses equity compensation matters.
Dan provides tax compliance and consulting services, including assisting clients in managing exposure to Alternative Minimum Tax (AMT). He is a frequent speaker and has presented seminars on various matters, including integrated retirement and investment planning, analysis of life insurance and long-term disability income insurance, and estate and asset protection planning and education funding. Dan provides financial education and investment planning seminars to corporate employees, and works with corporate human resource professionals to design and present related communications.
Dan has extensive experience in reviewing due diligence processes undertaken by open architecture investment platforms in order to determine the investment suitability for corporate employee populations, retirement plan participants, IRA investors, and high net worth individuals. He regularly interacts with independent investment managers in reviewing and discussing manager objectives, performance and style, fees, and related matters.
Prior to EisnerAmper Wealth Advisors, Dan was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units. He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice.