Liz Wu
Helping people from all walks of life obtain balance and peace of mind in their financial lives.
Financial Advisor | LPL Financial
In Business since: 2004
www.moneyandwellness.com
650-204-9697
Tips from Liz:
1) Through all the ups and downs of owning a business, don’t ever doubt yourself.
2) Focus on what you do best and hire experts for everything else!
About the business:
Liz Wu provides comprehensive financial planning for individuals and small businesses from all walks of life. As a CFP® (Certified Financial Planner) professional with an independent practice, her clients’ interests always come first. Liz works closely with clients to help define their goals and steer them on a path toward financial security. She believes financial planning doesn’t have to be a stressful process, but one that, with the right help, gets individuals to where they want to be in life with ease.
The financial planning process begins with a consultation during which we discuss:
• your current financial situation
• your future goals and values
• your risk tolerance based on your life circumstances
• opportunities and services that may be of use to you and your family
• expectations within the financial advisory relationship
Once an agreement is made to pursue the relationship, we begin the process of gathering information to develop an accurate and complete financial picture. The scope of the project depends on your individual needs and circumstances. The financial planning elements that will be addressed may include, but are not limited to:
• Cash and Debt Management
• Investment Management
• Retirement Planning
• Education Funding
• Tax Management
• Risk Management
• Estate Planning
With the information gathered, we can formulate a goal-based financial plan with recommendations and action items to enhance your financial well-being. One of Liz’s primary objectives is to educate you on your available options so you will feel confident in the decision-making process. The plan’s implementation is often the biggest challenge. As necessary, she will personally assist you in this process to make it seamless.
The financial planning process is an ongoing one that requires monitoring and revision. As your life changes – marriage, a change of employment, short and long-term goals, etc. – the plan needs to be revised and updated as well. As your financial advisor, Liz supports you throughout these changes and makes recommendations as needed. Likewise, external factors such as the economic markets and legislation will prompt financial reviews. Continuous phone and email access is available to address any concerns or questions clients may have.
About Liz:
Liz Wu is an independent financial advisor who strives to bring balance and guidance to individuals in the complex investment world. She finds profound gratification in helping clients work toward their unique goals based on their continuously evolving circumstances. The foundation of her practice is built upon the personal and long-lasting relationships she fosters with each and every individual.
Liz is a CERTIFIED FINANCIAL PLANNER TM Professional, a designation that has required her to complete and adhere to the strict education, examination, experience, and ethical requirements of the CFP® Board of Standards Inc. She has a B.A. degree in Economics from UC Berkeley and a Certificate with Distinction in Personal Financial Planning from UC Berkeley Extension. Liz also holds a CA Insurance License (#0F24341) and is Series 7 and Series 66 registered. She has been affiliated with LPL Financial since 2004. She has been attending Pow.wow events since 2006 where she’s made lasting friendships with other like-minded independent women. Liz is a devoted SF Bay Area resident where’s she’s lived for nearly 15 years.