David Wu Email & Phone Number

Partner + Wealth Advisor @ Seagrove Wealth Partners

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David Wu Location

San Diego, CA, US

David Wu Work

2025 - now Partner + Wealth Advisor @ Seagrove Wealth Partners
2022 - 2025 Partner @ Pinnacle Private Advisors
2010 - 2022 Financial Advisor @ 20/20 Financial Advisers

2010 - 2022 Financial Advisor @ Ameritas
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2009 - 2009 Operations Consultant @ Coverking
2007 - 2007 Mortgage Associate @ BNC Mortgage
2006 - 2006 Professional Staffer @ Rydek
2004 - 2006 Operations Associate @ Interactive Threshold Corp

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David Wu Education

University of Southern California - Marshall School of Business
MBA (Entrepreneurship & Finance)
2008 - 2010
UCLA
Bachelor of Arts (BA) (Economics)
2000 - 2004

David Wu Skills

Social Security
Final Expense Planning
Financial Advisory

Estate Planning
Licensed Life Insurance
Fixed Annuities
Charitable Trusts
Wealth Preservation Planning
Indexed Annuities
Qualified Retirement

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David Wu Summary

David Wu, based in San Diego, CA, US, is currently a Partner + Wealth Advisor at Seagrove Wealth Partners. David Wu brings experience from previous roles at Pinnacle Private Advisors, 20/20 Financial Advisers, Ameritas Investment Corp. and Coverking. David Wu holds a 2008 - 2010 MBA in Entrepreneurship & Finance @ University of Southern California - Marshall School of Business. With a robust skill set that includes Social Security, Final Expense Planning, Financial Advisory, Estate Planning, Licensed Life Insurance and more. David Wu has 2 emails and 1 mobile phone numbers on RocketReach.

David Wu Emails

Found 2 emails

David Wu Phone Numbers

Found 3 phone numbers

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Top Seagrove Wealth Partners Employees

David Wu

Partner + Wealth Advisor at Seagrove Wealth Partners

San Diego, CA, US
2
- gmail.com
- seagrovewealthpartners.com
3
- +1 916-989-XXXX
- +1 858-337-XXXX
- +1 858-232-XXXX

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