Brian Tu Email & Phone Number
Principal @ Cerity Partners
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Brian Tu Location
- Costa Mesa, CA, US
Brian Tu Work
- Principal @ (November 2012 - Present)
- Director, Wealth Management @ MullinTBG Advisors (February 2008 - November 2012)
- Senior Tax Associate @ (January 2007 - February 2008)
- Executive Financial Planner @ (August 2000 - January 2007)
Brian Tu Education
- UC Irvine
Master of Business Administration (MBA)
- UC Irvine
Bachelor of Arts (BA) (Economics)
Brian Tu Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Planning
- Estate Planning
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Investment Advisory
- Investments
- Portfolio Management
- Private Equity
- Series 7
- Strategic Financial Planning
- Tax
- Valuation
- Wealth Management
Brian Tu Summary
- Brian Tu, based in Costa Mesa, CA, US, is currently a Principal at Cerity Partners. Brian Tu brings experience from previous roles at MullinTBG Advisors, Ernst & Young and The Ayco Company, L.P.. Brian Tu holds a Master of Business Administration (MBA) @ UC Irvine. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Planning and more. Brian Tu has 1 emails and 1 mobile phone numbers on RocketReach.
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