Jeffrey J. Yu,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey J. Yu, CFP®

CPA

Executive Director

Column Capital

3815 River Crossing Pkwy., Ste. 340
Indianapolis, IN 46240
317-663-6500

General

Jeffrey Yu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Column Capital in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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