Brian Tu Email & Phone Number
Principal @ Cerity Partners
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Brian Tu Location
- Costa Mesa, CA, US
Brian Tu Work
- 2012 -now Principal @
- 2008 -2012 Director, Wealth Management @ MullinTBG Advisors
- 2007 -2008 Senior Tax Associate @
- 2000 -2007 Executive Financial Planner @
Brian Tu Education
- University of California, Irvine
- University of California, Irvine
Bachelor of Arts (BA) (Economics)
Brian Tu Skills
- Financial Modeling
- Financial Analysis
- Investments
- Asset Managment
- Strategic Financial Planning
- Business Planning
- Series 7
- Portfolio Management
- Private Equity
- Alternative Investments
- Tax
- Valuation
- Asset Management
- Estate Planning
- Asset Allocation
- Investment Advisory
- Wealth Management
- Fixed Income
- Financial Services
- Financial Planning
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 University of California, Irvine. With a robust skill set that includes Financial Modeling, Financial Analysis, Investments, Asset Managment, Strategic Financial Planning and more. Brian Tu has 1 emails and 1 mobile phone numbers on RocketReach.
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