Tracy Wu

Tracy Wu Email and Phone Number

Financial Planning Services Manager at WealthSpring @ WealthSpring
Tracy Wu's Location
Long Beach, California, United States, United States
Tracy Wu's Contact Details
About Tracy Wu

Tracy has outstanding talents with investment research and financial analysis. She focuses on technology tools, utilizing financial planning software and maintaining the contact management system. Tracy also manages the company website, client web tools, social media sites, and manages marketing for the office. She earned her BA in Business Economics from UC Irvine with a specialization in International Issues and Economics.

Tracy Wu's Current Company Details
WealthSpring

Wealthspring

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Financial Planning Services Manager at WealthSpring
Tracy Wu Work Experience Details
  • Wealthspring
    Financial Planning Services Manager
    Wealthspring Feb 2016 - Present
    Long Beach, California, Us
    Advisory services offered through WealthSpring Partners LLC, a Registered Investment Adviser. Fixed insurance products and services offered through WealthSpring Partners LLC, or CES Insurance Agency.WealthSpringLong Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815Orange County: One Park Plaza, Suite 600, Irvine, CA 92614San Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710 Phone (888) 491-4410 | Fax (562) 491-4411
    View
  • Willett Financial Services
    Wealth Management Associate
    Willett Financial Services 2012 - Feb 2016
    Long Beach, Ca, Us
    View

Tracy Wu Skills

Services Planning Financial Planning

Tracy Wu Education Details

  • Uc Irvine
    Uc Irvine
    Business Economics
  • University Of Cambridge
    University Of Cambridge
    Pembroke College
  • Los Alamitos High School
    Los Alamitos High School

Frequently Asked Questions about Tracy Wu

What company does Tracy Wu work for?

Tracy Wu works for Wealthspring

What is Tracy Wu's role at the current company?

Tracy Wu's current role is Financial Planning Services Manager at WealthSpring.

What is Tracy Wu's email address?

Tracy Wu's email address is tr****@****ail.com

What schools did Tracy Wu attend?

Tracy Wu attended Uc Irvine, University Of Cambridge, Los Alamitos High School.

What skills is Tracy Wu known for?

Tracy Wu has skills like Services, Planning, Financial Planning.

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