Our managing partner Terry Wu started his career at a biotech company as the first batch of employees. He worked there until 2005 after the company went IPO. Then he joined Thrivent Financial as the first few Chinese advisors in this largest not-for-profit fortune 500 firm. During his 10 years’ tenor there, He serves in different roles from financial associate, financial consultant, regional managing associate to Lead Financial Consultant. He is a regular guest speaker at KTSF channel 26 TV news on stocks and financial topic. He is also the guest host at KVTO AM1400 in the bay area and KMRB AMI1430 in Los Angeles area. Terry graduated from UC Davis with his undergraduate degree in Biochemistry.  He also has a MBA degree in finance.

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Terry is currently licensed with Series 65 and he formerly held series 7 and 66 as licensed investment adviser.

 

Terry is married to Natalie with 4 kids. He and his families attend Lutheran Church of the Holy Spirit in San Francisco.  He is active member and former president of his congregation.

 

“I enjoy helping people and be a part of the financial success of them.  I think I am a natural planner.  I believe all successful financial life starts with good planning.  That is one of the reasons I switched career 10 years ago.  I have passion with what I am doing right now and I hope that I can assist my clients to get to the freedom of choosing what they want to do in their lives too.”  -Terry