Judith Lu

Judith Lu Email and Phone Number

Founder & CEO at Blue Zone Wealth Advisors @ Blue Zone Wealth Advisors
los angeles, california, united states
Judith Lu's Location
Los Angeles, California, United States, United States
Judith Lu's Contact Details
About Judith Lu

Judith Lu is a Founder & CEO at Blue Zone Wealth Advisors at Blue Zone Wealth Advisors. She possess expertise in private banking, wealth management, wealth management services, asset allocation, investment advisory and 23 more skills.

Judith Lu's Current Company Details
Blue Zone Wealth Advisors

Blue Zone Wealth Advisors

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Founder & CEO at Blue Zone Wealth Advisors
los angeles, california, united states
Employees:
5
Judith Lu Work Experience Details
  • Blue Zone Wealth Advisors
    Founder & Ceo
    Blue Zone Wealth Advisors Dec 2019 - Present
    Los Angeles, California, United States
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  • Miracle Mile Advisors
    Managing Director
    Miracle Mile Advisors Jul 2014 - Dec 2019
    Greater Los Angeles Area
    Miracle Mile Advisors is an SEC Registered Investment Advisory firm that specializes in providing comprehensive financial planning and sophisticated investment advice using low cost index funds and ETFs to high net worth families. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Today, Miracle Mile Advisors is 100% employee-owned and upholds the fiduciary standard, ensuring that our client’s best interests are always put first.
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  • City National Bank
    Senior Vice President
    City National Bank May 2011 - Jul 2014
    Greater Los Angeles Area
    Senior Private Client Advisor - Private Client Services
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  • Ubs Ag
    Executive Director, Wealth Management International, Latin America
    Ubs Ag Feb 2002 - Apr 2010
    Zurich, Switzerland
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  • Deloitte & Touche Llp
    Structured Finance Consultant
    Deloitte & Touche Llp Jan 1998 - Jun 1999
    Greater Los Angeles Area
    Performed business valuations for the asset-backed securitization market (area of specialty: petroleum industry)
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Judith Lu Skills

Private Banking Wealth Management Wealth Management Services Asset Allocation Investment Advisory Structured Finance Asset Management Banking Fixed Income Investment Banking Capital Markets Series 7 Mandarin Strategic Financial Planning Latin America Portuguese French Financial Planning Multi Generational Wealth Transfer Conversational Italian Asset Protection Fluent English Fluent Mandarin Chinese Fluent Spanish Conversational French Conversational Portuguese Private Wealth Management International Private Banking

Judith Lu Education Details

Frequently Asked Questions about Judith Lu

What company does Judith Lu work for?

Judith Lu works for Blue Zone Wealth Advisors

What is Judith Lu's role at the current company?

Judith Lu's current role is Founder & CEO at Blue Zone Wealth Advisors.

What is Judith Lu's email address?

Judith Lu's email address is ch****@****hoo.com

What is Judith Lu's direct phone number?

Judith Lu's direct phone number is +131024*****

What schools did Judith Lu attend?

Judith Lu attended Thunderbird School Of Global Management, Ucla.

What are some of Judith Lu's interests?

Judith Lu has interest in Career, Kids, Cooking, Medicine, Exercise, Electronics, Home Improvement, Reading, Fitness, Gourmet Cooking.

What skills is Judith Lu known for?

Judith Lu has skills like Private Banking, Wealth Management, Wealth Management Services, Asset Allocation, Investment Advisory, Structured Finance, Asset Management, Banking, Fixed Income, Investment Banking, Capital Markets, Series 7.

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