David Wu
- Role
- Seagrove Wealth Partners
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About David Wu
One of my guiding principles has always been creating a customized financial plan for my…
Experience
Present
Skills
- Investments
- Qualified Retirement Plans
- Final Expense Planning
- 401k Rollovers
- Wealth Preservation Planning
- Wealth Management
- 529 Plans
- Income Protection
- Irrevocable Life Insurance Trusts
- Insurance
- Term Life Insurance
- Building Relationships
- Permanent Life Insurance
- Variable Annuities
- Tax-Advantaged Investment Strategies
- Equity Indexed Annuities
- Critical Care
- Securities
- Estate Planning
- Life Insurance
- Finance
- Life & Health Insurance Licenses
- Life Protection
- Strategic Financial Planning
- Mutual Funds
- Iras
- Retirement Planning
- Charitable Trusts
- Social Security
- Financial Advisory
- Roth Ira
- 401k
- Wealth Management Services
- Wealth Accumulation Strategies
- Asset Management
- Long-Term Care
- Personal Financial Planning
- Disability Income Insurance
- Lutcf
- Online Trading
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.