Daphne Hu, CFP®
Daphne Hu assists clients by providing them with strategic financial solutions at United Capital Financial Advisors. She strives to deliver sophisticated strategic solutions to a wide range of clientele including tax planning and cash flow management. Her holistic approach helps clients make confident and sound financial decisions affecting the quality of their lives.
Daphne is passionate about helping her clients gain clarity, confidence and control of their financial path. She began her financial services career in New York City with JPMorgan Investment Management Private Client Group in 1998. Before joining what is now United Capital, she worked as a senior advisor for another premier advisory firm, developing her communication and problem-solving skills.
Daphne received her Bachelor’s degree in Economics with a minor in Psychology from Johns Hopkins University. She is also a graduate of the Wharton School’s Executive Program in Marketing and holds a Master of Science degree in Taxation from Widener University. She has also earned the designation of CERTIFIED FINANCIAL PLANNER™.
Daphne resides in Montgomery County, PA, with her husband, Ben, and two children. Her hobbies include interior design and traveling.
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