Consultants Of Wu

Who We Are

At Wu Wealth Management, we believe that financial planning is a journey, not a destination. Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether that means securing your future, building wealth, or simply finding peace of mind. Led by K. Ken Wu, MBA, ChFC, CFP, a certified financial planner and chartered financial consultant, our team is committed to providing personalized service and innovative solutions to help you achieve your financial aspirations.

Our Mission

At Wu Wealth Management, our mission is to empower individuals and families to take control of their financial futures. We believe that by providing personalized financial planning and investment guidance, our clients can build a secure financial foundation, achieve their goals, and enjoy a better quality of life. We strive to build long-term relationships with our clients, based on trust, expertise, and a commitment to exceptional service.

Our Financial Planning

At Wu Wealth Management, our financial planning services are designed to help you achieve your most important financial goals. Whether you're building a nest egg for retirement, saving for a down payment on a home, or planning for a major financial milestone, we'll work with you to create a personalized financial plan tailored to your unique needs and goals. Our comprehensive planning involves a thorough review of your financial situation, ongoing monitoring, and adjustments as needed to ensure that your plan remains on track.

Our Service - Managing Money

At Wu Wealth Management, we believe that managing your finances should be a straightforward and stress-free experience. That's why we offer a comprehensive range of financial management services, including investment portfolio management, financial planning, and wealth protection strategies. Our experienced professionals will work with you to develop a customized investment strategy that aligns with your financial goals and risk tolerance, using a diversified portfolio of stocks, bonds, and other securities.

Our Service - Insurance Needs

At Wu Wealth Management, we understand that insurance is an essential component of a comprehensive financial plan. That's why we offer a range of insurance products and services designed to protect your assets, income, and loved ones. Whether you're seeking life insurance to ensure your family's financial security, disability insurance to protect your income, or long-term care insurance to ensure your loved ones receive the care they need, we'll work with you to identify your insurance needs and find the right solutions.

Our Location

At Wu Wealth Management, we're proud to serve the needs of individuals and families in the Irvine, CA area. Whether you're just starting out, building a family, or nearing retirement, we're committed to helping you achieve your financial goals. Our convenient location in Irvine, CA makes it easy to schedule an appointment or drop by for a consultation. Contact us today to learn more about our financial planning and investment services.

Account Look Up

At Wu Wealth Management, we're dedicated to providing our clients with exceptional service and support. That's why we offer an account look-up service, allowing you to access your account information, review your investment portfolio, and communicate with our team of experts. Whether you're looking to review your account activity, request a market update, or discuss your financial goals, we're here to help.

Featured Links

At Wu Wealth Management, we're committed to helping you stay informed and engaged about your financial well-being. That's why we've curated a list of featured links, providing you with access to timely insights, industry news, and expert advice. From market trends to financial planning tips, we invite you to explore our featured links and stay up-to-date on the latest developments in the world of finance.

Learning Center

At Wu Wealth Management, we believe that knowledge is power. That's why we've created a comprehensive learning center, providing you with access to articles, calculators, newsletters, and other educational resources. Whether you're looking to learn more about investing, retirement planning, or estate planning, we're committed to empowering you with the knowledge you need to achieve your financial goals.

Contact Us

At Wu Wealth Management, we're dedicated to providing exceptional service and support. Whether you're seeking financial planning advice, investment guidance, or simply have a question about our services, we're here to help. Contact us today to learn more about our financial planning and investment services.