Shan Lu
Financial Advisor @ Northwestern Mutual | Series 7 Credential
- Role
- Financial Advisor at Northwestern Mutual
- Location
- South Bend, IN, US
- LinkedIn followers
- 500 followers
About Shan Lu
Experienced professional with 9+ years in business development, financial services, and client management, currently at Northwestern Mutual. Skilled in delivering tailored financial strategies, managing high-net-worth accounts, and leading IPO underwriting projects across U.S. and Hong Kong markets. Proficient in financial modeling, data analysis, and regulatory compliance, with Series 7 and Series 63 certifications. Fluent in English and Chinese and with a Master of Science in Applied Mathematics and Computer Science and a Master of Arts in Applied Economics. Committed to providing comprehensive financial planning to help clients achieve their long-term goals.
Experience
Financial Advisor
Dec 2024 — Present · South Bend, IN, US
Providing comprehensive financial planning practice to clients. Areas of expertise:• Retirement distribution planning• Tax-efficient wealth accumulation• Risk management• Alternative cash management• Estate planning (multi-generational wealth)• Business planningWho we serve:• Business owners, company executives or key employees• High-income earners / tax-sensitive individuals• Data/Software Engineers• Financial Professionals (Traders, Investment Bankers, Analysts)• Higher Education (PhD, Faculty, Administrators)
Education
Indiana University South Bend
Master of Science - MS, Applied Mathematics and Computer Science
National University of Singapore
Master of Arts - MA, Applied Economics
2013 — 2014
Sichuan University
Bachelor of Business Administration - BBA, Business/Managerial Economics
2009 — 2013
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