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Albert Wu
Certified Financial Plannertm @Raymond James
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WORK HISTORY
Certified Financial Plannertm @Raymond James
Fairfax, VA, US
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. Comprehensive financial planning involving retirement planning, estate considerations, developing diversified investment portfolios, life insurance, long term care strategies, college saving strategies, basic budgeting, and managing the financial implications of major life events.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
EDUCATION
Georgetown University School of Continuing Studies
Executive Certification in Financial Planning
University of Illinois at Urbana-Champaign
Bachelors of Science in Accountancy
ABOUT ALBERT WU
As a CERTIFIED FINANCIAL PLANNER® professional, I work with clients who want more than…
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