William Wu
I help individuals in transition—especially job changers—simplify benefits, investments, and next steps, so they can move forward with clarity and confidence.
- Role
- Financial Planner at Kramer Financial Group, Llc
- Location
- Hastings-On-Hudson, NY, US
- LinkedIn followers
- 500 followers
About William Wu
Changing jobs—or navigating any major life transition—can challenge even the most confident professional. I specialize in turning that uncertainty into opportunity by delivering a comprehensive, step-by-step planning process:1. Review your Retirement Plan Strategy• Evaluate your existing 401(k), 403(b), or pension and compare options: leave it in place, roll it to an IRA, or transfer it to a new employer plan.• Assess investment menus and contribution limits to ensure your long-term growth stays on course.2. Align your Cash-Flow & Benefits• Model the impact of a new salary, bonus schedule, or equity grants on monthly budgets and savings goals.• Review new health, life, and disability coverage—even COBRA bridges—to prevent insurance gaps and unexpected out-of-pocket costs.• Adjust tax withholding and estimated payments3. Evaluate your Equity Compensation• Map vesting schedules and exercise windows for stock options, RSUs, or ESPPs at both your former and new employer.• Coordinate tax-efficient liquidation strategies, balancing diversification with upside potential.• Integrate newfound liquidity into a cohesive investment and risk-management plan.4. Integrate it all into a Financial Plan• Revisit emergency reserves, debt strategy, and short and long-term goals that reflect your evolving priorities.• Update estate documents, beneficiaries, and asset titling so your new path remains legally and financially protected.• Provide ongoing monitoring and plain-language education, ensuring every future transition—planned or unexpected—fits seamlessly into your bigger financial picture.My role is to bring clarity and calm to moments of change, so you can focus on your next professional chapter knowing your finances are purposeful, protected, and working toward your financial goals. I invite you to contact me on LinkedIn or book a quick 15-minute \"Find our more\" chat to talk about your specific needs:https://oncehub.com/W••••••••@wuadvisorygroup.com
Experience
Financial Planner
Apr 2009 — Present · New York, NY, US
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial planning offered through Kramer Financial Group, LLC, a Registered Investment Advisor and a separate entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
Education
Fordham Gabelli School of Business
Master of Business Administration - MBA, Finance and Financial Management Services
University of Michigan
Bachelor of Arts - BA, Economics
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