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Money and Wellness Enhancing the Financial WellBeing of Individuals...

Liz Wu, owner and independent Financial Advisor of a boutique financial planning firm, has officially launched her website at Money and Wellness. As a provider of comprehensive financial services, Liz'ss goal is to to maximize the financial potential of each of her clients by guiding them through the complex investment environment.



Through Raymond James Financial Services, Inc, Liz maintains her independence and objectivity with no proprietary products to offer, removing all conflicts of interest. Unlike most major brokerage houses where attention is focused on those with the highest net worth, Liz provides personal and ongoing services to each of her clients to help them achive their financial goals.



The financial planning process may include cash and debt management, investment management, education funding, retirement planning, risk management, and estate planning. Each of these categories play a significant and overlapping role for an individual'ss financial plan. After determining a client'ss needs and gathering useful data about a client'ss risk tolerance, time horizon, and financial objectives, Liz makes recommendations based on extensive research and her qualified expertise.



I find it important to educate each client on the options available to them so they are confident in the decision making process. Their livelihood is dependent on their financial security so it is critical that they attend to this area of their lives, says Liz about her practice.    




Liz holds a Bachelor'ss degree in Economics from UC Berkeley and has earned a Certificate with Distinction in Personal Financial Planning through the UC Berkeley Extension Program. She is NASD Series 7 and Series 66 licensed and also holds a CA Insurance license.



Further inquiries into her practice can be made through her website at Money and Wellness. Additional educational resources will be added periodically to the site.

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