Robert Yu4

Robert Yu, CFP®


Robert Yu serves as a Senior Relationship Manager for the Atlanta office. He graduated Magna Cum Laude from the Georgia Institute of Technology with a BS degree in Economics and a minor in Accounting. Prior to United Capital, Robert began his career at Fidelity Investments as a Financial Representative and previously held Series 7 and 63 registrations.

Arriving at United Capital in 2015, Robert first worked in the Guidance Department and obtained his Series 65 and Life Insurance licenses. He worked with the Atlanta office remotely, constructing and updating their clients' financial plans. As a Senior Relationship Manager, Robert is dedicated to providing an excellent client experience and strives to promptly meet their needs.

Robert has been married to his wife, Stephanie, for one year. They enjoy traveling, running, and spending time with friends.

Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.