Daphne Hu, MST, CFP®, CDFA™WEALTH MANAGER
Daphne Hu is passionate about helping her clients gain clarity, confidence and control of their financial path. As a CERTIFIED FINANCIAL PLANNER™professional and a Certified Divorce Financial Analyst with specialized training in taxation and cash flow management, Daphne strives to deliver sophisticated strategic solutions to a wide range of clientele. Her holistic approach helps clients make confident and sound financial decisions, affecting the quality of their lives.
Daphne began her financial services career in New York City with JPMorgan Investment Management Private Client Group in 1998. Prior to joining United Capital, she worked as a Senior Advisor for another premier advisory firm, developing her communication and problem-solving skills. She guides business owners and individuals to explore their options and manage trade-offs that improve their financial lives.
Daphne received her Bachelor’s Degree in Economics with a minor in Psychology from The Johns Hopkins University. She is also a graduate of the Wharton School’s Executive Program in Marketing and holds a Master of Science in Taxation from Widener University. She maintains two professional designations that require a commitment to ongoing professional education. Daphne is a member of the Montgomery County Estate Planning Association, the Financial Planning Association (FPA) and Institute for Divorce Financial Analysts (IDFA).
Daphne resides in Montgomery County, Pennsylvania, with her husband, Ben, and two young children. She speaks fluent Mandarin, and her hobbies include interior design and traveling.