Financial Service and Planning *
K. Ken Wu, MBA, ChFC, CFP®.
A Certified Financial Planner™ (CFP) and Chartered Financial Consultant (ChFC) certificant, and also an Investment Advisor Representative, has been in the financial service industry since 1995. 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). He's bilingual in English and Chinese.
Planning for your financial independence may seem complicated in today's world. A broad knowledge of everything, from a simple saving plan to complex investment strategies and keeping up with constantly evolving new products and tax laws, are required.
As the scope of financial services grows, so does the need for professionals to provide these services. That's why we approach your personal and business financial planning* needs with a specialized team. It's the key to our success, and yours.
Professionals in a variety of financial planning disciplines* combine their knowledge and experience, using sophisticated support systems, to determine the right financial strategy for your individual needs.
We are dedicated to help you:
- Acknowledge and Identify your goals.
- Develop financial strategies based on broad knowledge and sound advice.
- Implement your personalized plans with adjustments and wide range of competitive products.in the market
- Review and update on a regular basis, make adjustments if necessary.
With those in mind, we strive to provide you with best services and work with you to develop and implement your financial future. Throughout this process, we never lose sight of one essential element -- Personal Service to you, our clients.
" * " Before proceeding further, please be advised that this web site is operated by Mr. Kaiping Kenneth Wu, a registered representative. *Securities and advisory services offered through Osaic Wealth Inc., a registered investment advisor, member FINRA & SIPC. Securities in your account protected up to $500,000. For Details, please see www.sipc.org. Wu Wealth Management is a marketing name. Mr. Wu is registered to discuss with or offer investment & financial services & products only to residents of the states within which Mr. Wu is registered. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither Mr. Ken Wu nor Osaic Wealth Inc, makes any guarantee as to the accuracy or completeness of this information
Newsletters
-
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Lease Payment
How much would your monthly lease payment be?
-
Car Affordability
How much can you afford to pay for a car?