Anthony Wu

About Anthony Wu

Financial Services RepresentativeAs a Financial Services Representative, Anthony serves as a resource, enabling his clients to manage potential risk and loss by purchasing life insurance coverage that will protect them and their family if the unexpected occurs. Working one on one with clients to determine their needs, he provides information and education on various insurance programs and policies then offers recommendations and overall guidance.I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.Qualifications• Licensed to sell Life, Accident, and Health InsurancePersonal• Graduate of the University of Rhode Island with a Bachelor of Science in Business Administration• Resides in Westerly, Rhode Island• Outside of work, Anthony’s interests include volleyball, photography, fishing, snowboarding, and video gamesI am licensed to sell Life insurance in RI. Domiciled in RI.

Experience

1. Financial Services Representative

   Barnum Financial Group

   Feb 2021 — Present · Warwick, RI, US

   We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.

Education

• University of Rhode Island

  Bachelor's degree, Finance

  2018 — 2019