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Albert Wu, Cfp®, Chfc® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ professional at Raymond James at Raymond James
Location: Oakton, Virginia, United States 6 work roles 2 schools
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Current company
Raymond James
Role
CERTIFIED FINANCIAL PLANNER™ professional at Raymond James
Location
Oakton, Virginia, United States
Company size
5 employees

Who is Albert Wu, Cfp®, Chfc®? Overview

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Albert Wu, Cfp®, Chfc® is listed as CERTIFIED FINANCIAL PLANNER™ professional at Raymond James at Raymond James, a with 5 employees, based in Oakton, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Albert Wu, Cfp®, Chfc®.

Albert Wu, Cfp®, Chfc® previously worked as Certified Financial Planner™ at Raymond James and Co-Founder & CEO at Nexco National. Albert Wu, Cfp®, Chfc® holds Executive Certification In Financial Planning from Georgetown University School Of Continuing Studies.

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Raymond James

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Profile bio

About Albert Wu, Cfp®, Chfc®

As a CERTIFIED FINANCIAL PLANNER™, I work with a select number of clients who I partner with for life. Providing financial peace of mind with comprehensive financial planning for every stage of life with personalized service is my specialty. My approach with every client is to understand what their goals are & develop comprehensive strategies that are tailored to help them pursue those goals.➢ SEVICES OFFERED:▣ Tax & Estate Planning▣ Longevity Planning▣ Retirement Income & Cash Flow Planning▣ Business Sale & Succession▣ Portfolio Management▣ Risk management that can hurt your plan (death, disability, etc)▣ Fund children’s education➢ How I Can Help:▣ Streamline Your Financial AffairsI can help you streamline your financial affairs, granting you clarity and confidence in your financial decisions. By organizing and optimizing your finances, you'll have a clear understanding of your financial standing, allowing you to make informed choices that align with your goals.▣ Alleviate Financial StressI'm here to alleviate your financial stress, freeing you up to focus on the things that truly matter to you. With my guidance, you can achieve a sense of financial well-being and peace of mind.▣ Safeguard What Matters MostHelping you to safeguard what matters most, I can implement strategies to mitigate risks and secure your financial future.▣ Customize a Financial RoadmapWork closely with you to customize a financial roadmap that addresses your specific needs and aspirations, ensuring that your financial plan is tailored to your unique circumstances.▣ Reclaim Valuable TimeManaging your finances can be time-consuming and tedious. By taking on the administrative tasks and providing expert guidance, I can help you reclaim valuable time that can be reinvested in the activities and relationships that matter most to you.▣ Realize Your Retirement DreamsProviding specialized, comprehensive guidance to help you realize your retirement dreams, ensuring that your golden years are truly golden.▣ Build Generational WealthSecuring a strong financial foundation not only benefits you but can also create a lasting legacy for your family. I can help you build generational wealth, empowering you to pass on financial stability and opportunities to your loved ones.Next Steps:Book a complimentary call to see if we are a good fit for your financial needs; 571-529-6205https://calendly.com/albert-wu/zoom-meeting-with-albert-wu

Current workplace

Albert Wu, Cfp®, Chfc®'s current company

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Raymond James
Raymond James
CERTIFIED FINANCIAL PLANNER™ professional at Raymond James
Toronto, ON
Website
raymondjames.ca
Employees
5
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6 roles

Albert Wu, Cfp®, Chfc® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™

Current
Raymond James

St. Petersburg, Florida, Us

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. Comprehensive financial planning involving retirement planning, estate considerations, developing diversified investment portfolios, life insurance, long term care strategies, college saving strategies, basic budgeting, and managing the financial implications of major life events.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Oct 2019 - Present

Co-Founder & Ceo

Current
Nexco National

Oakton, Virginia, Us

neXco networking offers authentic, abundance minded B2B networking and referral opportunities throughout exclusive invite-only model.Membership with neXco means joining an expansive, vetted groups of industry professionals who can help you grow your business and better serve your clients. Our community is built on referral sharing. Chapters that meet twice a month. Each chapter provides members with a structured setting that facilitates quality client introductions, professional development and building meaningful relationships.The interactive mastermind discussions lead to valuable insights where you can learn from others and develop your skills as a leader, entrepreneur and professional.Member benefits include:• Access to the national B2B partner network for new opportunities and to better serve your clients.• Ongoing professional development• Being the go-to expert and resource in your chapter with the exclusive and dedicated chapter seat you can hold.• Attending live and virtual events nationwide• Visiting other chaptersTo learn more, visit https://nexconational.com/membership/#member-benefits to attend an event, submit an application and schedule 1-to-1 meetings with our members

Jan 2017 - Present

Financial Advisor

Edward Jones

St. Louis, Mo, Us

May 2013 - Oct 2019

Account Manager

Freddie Mac

Mclean, Va, Us

May 2011 - Apr 2013

Financial Services Senior Consultant - Capital Markets And Fixed Income

Actualize Consulting

Reston, Virginia, Us

Sep 2009 - Apr 2011

Financial Services Senior Consultant - Institutional Banking

Navigant

Chicago, Il, Us

Aug 2005 - Aug 2009
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

SP Siddha Patnala Siddha Patnala Colleague at Raymond JamesTampa, Florida, United States View → VS V. Shawn Collins, Aams V. Shawn Collins, Aams Colleague at Raymond JamesMurrieta, California, United States View → AF Adalberto Frotman Adalberto Frotman Colleague at Raymond JamesTampa, Florida, United States View → SC Scott Cutliff, Cfp® Scott Cutliff, Cfp® Colleague at Raymond JamesFort Lauderdale, Florida, United States View → KP Kayla Palmer Kayla Palmer Colleague at Raymond JamesDetroit Metropolitan Area, United States View → CB Chip Boorman Chip Boorman Colleague at Raymond JamesCharlotte, North Carolina, United States View → MV Matt Vancleve, Jd, Cfp® Matt Vancleve, Jd, Cfp® Colleague at Raymond JamesSt Petersburg, Florida, United States View → TZ Tom Zhang Tom Zhang Colleague at Raymond JamesNew York, United States View → TS Taylor Schlepp Taylor Schlepp Colleague at Raymond JamesGreater Tampa Bay Area, United States View → NP Nicholas Patrico, Aif Nicholas Patrico, Aif Colleague at Raymond JamesDetroit Metropolitan Area, United States View →
2 education records

Albert Wu, Cfp®, Chfc® education

Executive Certification In Financial Planning

Georgetown University School Of Continuing Studies

Bachelors Of Science In Accountancy, Bachelors Of Science In Finance

University Of Illinois Urbana-Champaign
FAQ

Frequently asked questions about Albert Wu, Cfp®, Chfc®

Quick answers generated from the profile data available on this page.

What company does Albert Wu, Cfp®, Chfc® work for?

Albert Wu, Cfp®, Chfc® works for Raymond James.

What is Albert Wu, Cfp®, Chfc®'s role at Raymond James?

Albert Wu, Cfp®, Chfc® is listed as CERTIFIED FINANCIAL PLANNER™ professional at Raymond James at Raymond James.

Where is Albert Wu, Cfp®, Chfc® based?

Albert Wu, Cfp®, Chfc® is based in Oakton, Virginia, United States while working with Raymond James.

What companies has Albert Wu, Cfp®, Chfc® worked for?

Albert Wu, Cfp®, Chfc® has worked for Raymond James, Nexco National, Edward Jones, Freddie Mac, and Actualize Consulting.

Who are Albert Wu, Cfp®, Chfc®'s colleagues at Raymond James?

Albert Wu, Cfp®, Chfc®'s colleagues at Raymond James include Siddha Patnala, V. Shawn Collins, Aams, Adalberto Frotman, Scott Cutliff, Cfp®, and Kayla Palmer.

How can I contact Albert Wu, Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Albert Wu, Cfp®, Chfc® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Albert Wu, Cfp®, Chfc® attend?

Albert Wu, Cfp®, Chfc® holds Executive Certification In Financial Planning from Georgetown University School Of Continuing Studies.

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