Alex Wu, CFP® is the Founder of Eagleview Financial and a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families make confident, informed decisions about their financial future. A graduate of UC Riverside with a degree in Business Administration and a concentration in Finance, Alex built his practice around a simple belief: financial planning should be about more than managing money—it should help people create the freedom to live life on their own terms.

Alex takes a holistic approach to financial planning, helping clients understand how the different pieces of their financial lives work together. Rather than focusing on a single product or investment, he considers the complete financial picture—including retirement income, investment strategy, tax planning, risk management, insurance, estate planning, and legacy goals—to develop strategies tailored to each client’s unique circumstances.

His planning process begins with understanding what matters most to each client: the lifestyle they want to maintain, the people they want to protect, the concerns that keep them up at night, and the legacy they hope to leave behind. From there, Alex helps clients turn those priorities into a coordinated financial strategy designed to evolve alongside their lives.

Alex’s mission is to help people achieve financial freedom—not simply by accumulating wealth, but by creating the clarity, confidence, and security to spend more time doing what they love with the people who matter most. His goal is for every client to understand their financial plan, feel confident in the decisions they make, and know there is a strategy behind their future.

Outside of his practice, Alex enjoys playing basketball, working out, reading, golfing, and spending time with family and friends.