About Us

Nick Wu

Nick is a Certified Public Accountant (CPA) and graduated from UC Berkeley. Nick has worked in Tax at PwC, one of the world's largest accounting firms, as well as Gilead Sciences, a Fortune 500 company. Nick is also a licensed investment advisor.

 

Throughout his professional career, Nick has learned that the most important part of being an advisor is understanding your situation. Only with that knowledge can Nick design various options to help you reach your goals.

 

In his free time, Nick loves playing board games and wine tasting.