Who We Are

We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial services and products to companies, business owners, and individuals. We believe you, yourself, will be better able to identify your goals and make sound decisions, and to reach them through us providing complex financial information and advice.

In addition, we have relationships with various financial services firms and professionals, so if we don't have a service or a product you need, then we know a group that does.

K. Kenneth Wu, MBA, ChFC, CFP® , ,,, 

Ken, a Certified Financial Planner™ ,    ,        ,                 (CFP), a Chartered Financial Consultant (ChFC), and also an Investment Advisor Representative, has been in the financial service industry since 1995 as a financial planner & investment advisor*. (FINRA license held: S7, S63 and S65). A graduate from University of South Alabama with a Master of Business Administration (MBA), core in finance (1995). And also a graduate of Livingston University with a BS degree in Business Administration emphasis on computer information science.(1993)

During his college years, he was elected as a senior senator of Livingston University Student Government Association (SGA), a member of  various honor societies, such as ODK (Omicron Delta Kappa), Blue Key, Cardinal Key, Alpha Chi, and a recipient of both All-American Scholar Awards and National Collegiate Computer Science Awards by U.S. Achievement Academy. During his pursuing MBA degree period, he was awarded academic Scholarship/Fellowship in Business. Ken was  the President of CALCOC 2012-2013 (Chinese America Lions Club of Orange County), Vice President of AAIFPA-OC & SD Chapter (Asian American Insurance & Financial Professional Association). 

Ken with his family resides in Irvine, CA. He's bilingual in English and Chinese.