Bradley Yu, CFP®, CPA

Senior Consultant | Relationship Manager

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Bradley Yu is a wealth management financial advisor based in Indianapolis, IN.

Bradley joined CAPTRUST in 2023 from Column Capital and serves as a senior consultant and relationship manager. He serves high-net-worth individuals and families by providing comprehensive financial planning and investment management services.

Prior to joining the firm, Bradley spent three years at KPMG. He holds a Bachelor of Science degree in accounting and finance from Indiana University as well as the designations of Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™.

Outside of the office, Bradley enjoys playing tennis and pickleball and spending time with his fiancée and their mini goldendoodle, Sushi.

Education

  • Bachelor of Science degree in accounting and finance from Indiana University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Industry Involvement

  • Member, Financial Planning Association of Greater Indiana

Memberships

  • Treasurer, National Junior Tennis League of Indianapolis

Indianapolis, IN

9100 Keystone Crossing #700
Indianapolis, IN 46240

317.663.6500

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.