Celeste Yu (CFP®, EA)
Celeste Yu focuses in the
following client markets or areas of practice:
- Business Owners
- Millennials
- Tax Planning
- Business Owners
- Millennials
- Tax Planning
Planning Specialties
Comprehensive Financial Planning
Investment Management
Wealth Management
Retirement Planning
Small Business Planning
Young Professionals
Tax Planning
NAPFA Start Date
December 02, 2020