Tu Lu
- Role
- Vice President, Financial Consultant at Fidelity Investments
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Tu Lu
I am a husband and father of three beautiful children. I am also a Certified Financial…
Experience
Vice President, Financial Consultant
Oct 2007 — Present
I am a CERTIFIED FINANCIAL PLANNER™ professional who has worked for Fidelity for the last 13 years. I take pride in helping clients develop, implement, and maintain financial plans to meet their personal goals. I believe clients choose to work with me because of my integrity, tell-it-like-it-is honesty, and commitment to personalizing each plan to the client\'s unique situation and objectives. Passed CFA Level 1 FINRA 7, 66, 9, 10 Licenses MN/WI Life and Health Insurance Licenses
Education
University of Central Florida
Bachelor of Arts (B.A.), Finance
2003 — 2006
Skills
- Public Speaking
- Sales
- Financial Services
- Microsoft Office
- Diversity & Inclusion
- Workforce Analytics
- Management
- Business Analysis
- Investments
- Workforce Management
- Finance
- Customer Service
- Strategic Planning
- Leadership
- Training
- Team Building
- Process Improvement
- Time Management
- Risk Management
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.