David J. Wu, LUTCF
Investment Adviser Representative - CMI
Registered Representative - AIC
As a Financial Adviser with 20/20 Financial Advisers of Cardiff by the Sea, David provides investment and insurance related products and services to individuals and small businesses. David is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with 20/20 CMI.
His clientele includes medical professionals, young families, and small business owners. He has extensive experience in the areas of disability income insurance, life insurance, and investment planning and has worked closely with Universities across the country in presenting some of those topics.
One of David's guiding principles has always been creating a customized financial plan for his clients. With so many different goals and appetites for risk, David makes sure he helps to create a plan that is tailored to each individual client's needs. He promises to only do exactly what is right for the client because he believes that, especially in today's environment, trust and honesty are the most important qualities a financial adviser can offer.
David is a graduate of the University of California, Los Angeles, where he earned his Bachelor's Degree in International Economics. He also holds his Master's of Business Administration with a focus on finance and entrepreneurship, which he received from the Marshall School of Business at the University of Southern California.
He holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of California, as well as numerous other states. He also holds his Series 7 and Series 66 licenses with Financial Industry Regulatory Authority (FINRA).
David lives in San Diego, CA with his wife Vivien, their newborn son Ethan, and their dog, Butters. He enjoys basketball, tennis, and all the outdoor adventures beautiful San Diego has to offer.
CA Insurance License #: 0H19708