Alex Wu is a financial professional with extensive experience in personal finance focused on helping people protect their wealth and secure their financial future. He became a Founder after graduating from UC Riverside with a degree in business administration, concentrating in finance. 

Alex brings a wealth of knowledge to clients seeking financial guidance. He has assisted individuals and families from diverse backgrounds in navigating complex financial decisions. Whether it’s retirement planning, investment strategies, or tax optimization, Alex’s mission is to empower clients to make informed choices that align with their unique goals.

Alex’s approach is rooted in personalized service with a consultative approach. By understanding each client’s aspirations, risk tolerance, and lifestyle, he tailors financial solutions that resonate with individuals from all walks of life, especially with growing families. His commitment to accessibility and extensive deep expertise ensures that clients receive the support they need to build a secure financial future.

In his free time, you can catch him playing basketball at the gym or local park, working out, reading books, spending time with family and friends, or golfing