Wen Wen Wu CFP®

Wen Wen Wu CFP®

Investment Advisor

Wen Wen  grew up in Taipei, Taiwan and came to the US for school. Wen Wen holds a BS Degree in Accounting from Utah State University and lives in Fresno, CA.  In 2009, she passed the CFP® examination and completed her 3 years of work experience with Waddell & Reed and New York Life Insurance Company.  Wen Wen provides financial planning to Service Members and their families in different life stages and makes a positive impact in their lives. She specializes in investment management, retirement plans, tax planning and efficient tax strategies for wealth transfer.
 
Wen Wen is also a dog lover and enjoys walking, traveling and yoga.