Six connected pieces.
One personal plan.
A conversation first.
A plan built together.
You deserve to understand the reasoning behind every recommendation—and the trade-offs that come with it.
01
Start with your life
We start with what brought you here, what matters most to you, and what you want your money to accomplish.
02
Understand the whole picture
We review your investments, income, expenses, taxes, retirement goals, and other relevant financial information to identify opportunities, risks, and gaps.
03
Make informed decisions
We walk through your options, explain the trade-offs, costs, and recommendations, and decide together what—if anything—you'd like to implement.
Alex Wu, CFP®
FOUNDER · EAGLEVIEW FINANCIAL
Financial decisions are personal.
Your advice should be, too.
I’m Alex Wu, a CERTIFIED FINANCIAL PLANNER® professional and the founder of Eagleview Financial.
I believe good financial planning starts with understanding the person behind the numbers. I help individuals and families make sense of their financial lives, understand their options, and make informed decisions with greater confidence. Our conversations start with what matters most to you and what you want your money to make possible.
I earned my business administration degree with a concentration in finance from UC Riverside. Outside of work, you’ll often find me playing basketball, golfing, or spending time with family and friends.
A few things you may be wondering.
Our first conversation is about getting to know you—what brought you in, what’s important to you, and what you’d like to accomplish. We’ll also discuss how we work and determine whether it makes sense to continue the planning process.
No. Having a conversation or going through the planning process does not require you to move your accounts. We’ll first review your situation and discuss your options before you make any decisions.
The more complete the information, the more useful the analysis will be. Depending on your situation, we may ask for recent investment and retirement account statements, income information, tax returns, insurance policies, and other relevant financial documents.
Compensation depends on the services you choose. Financial planning and investment advisory services may involve advisory fees, while insurance products may generate commissions. We’ll explain applicable costs and potential conflicts before you decide to move forward.
→ Learn about services & compensation
Tax and estate considerations can be incorporated into the financial planning process. When legal or tax advice is needed, we can work alongside your CPA, attorney, or other qualified professionals.
Understand how
we work together
Before proceeding, ask for the proposed scope, applicable fees, and disclosures so you can evaluate the relationship.
Planning & Investment Advice
Investment advisory and financial-planning services are offered through Advisor Share Wealth Management LLC. The scope of services and applicable fees will be clearly discussed with you before you decide to move forward.
Insurance Solutions
When appropriate for your financial plan, Alex may also recommend insurance solutions through Eagleview Financial, where he acts separately as an independent insurance agent. Insurance products may pay commissions, which creates a financial incentive when a product is purchased. You are never required to purchase insurance through Alex.
WEALTH PRESERVATION
Medicaid
Medicaid Planning
Retirement Life
Returns over the last 20 years
Single Premium Life
Long Term Care Insurance
Guaranteed Income
Benefits for Life
WHY CHOOSE US?
Our firm believes strongly in putting clients’ needs first. That may seem obvious, but when working with new clients, it is not always apparent that the previous advisor’s advice was what’s best for them.
Our firm prides itself in its knowledge of a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.
Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues, and much more.
We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.