David Lu, CFP®
Managing Director – Investments, Senior PIM Portfolio Manager

My passion is building genuine, lasting relationships with my clients, and strategically aligning their personal life goals to their financial situations. I leverage my deep knowledge and broad experience, as well as the robust resources of Wells Fargo Advisors, to deliver a wide range of integrated investment solutions customized for the unique wealth management needs of affluent and high net worth individuals and their families. I believe in a high-touch, all-inclusive service model in which I am a primary point of reference for all of my clients’ financial needs. I take pride in helping my clients achieve their financial goals, whether it be retirement, college funding or leaving a legacy for loved ones. 

I am a CERTIFIED FINANCIAL PLANNERTM professional with over 25 years of experience.  Known for my strong work ethic and commitment to doing the right thing, I credit these fundamental core values to my parents, Chinese immigrants who came to the United States and worked hard to live a successful life and achieve the American Dream.

Raised in Tennessee, I moved to San Diego to go to the University of California, San Diego. The city has now been my home for more than 30 years. As family man, I highly value spending time with my wife and two daughters. We enjoy playing golf and traveling together. I am a board member of the Poway High School Golf Foundation and support several charitable organizations, including the American Lung Association. In my spare time, I enjoy skiing and mountain biking.

Please see the Honors and Awards section to see how I’ve been recognized by Five Star.

 

Education:
University of California, San Diego, B.A. Economics
San Diego State University, Certification in Financial Planning

Professional:
Wells Fargo Advisors 1997–2009
Morgan Stanley 2009–2019
Wells Fargo Advisors 2019–present

Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
FINRA Series 7, 63, 65 registered

CA Insurance License: 0C65114

Resident state: California
Life and long-term care insurance licensed

Philp takes great pride in developing lasting relationships with clients, listening to individuals needs and developing personalized investment plans, and has been recognized as a Five Star Wealth Manager* for the years 2013-2018 and 2021-2023.

Philp grew up and was educated in the Manchester area of England, UK and moved to San Diego with his wife Belinda in 1990. They have two adult Children, and enjoy hiking, walking and travel. He is a board member at their local Swim and Tennis Club the  San Diego area.

George began his career as a Portfolio Manger in 1986.  He specializes in Multi-generational Planning, building families “100” year investment plans.  He has been happily married to his wife, Elaine for over 40 years and they enjoy traveling together.  He has two children, daughter Kacey and son Christopher.  His hobbies include golf, hiking, outrigger canoeing and photography.

Elizabeth has been in the financial services industry since 1992 when she began in Beverly Hills, California and has made a career of it ever since.  Elizabeth was born and raised in Los Angeles, California.  In 2001 she moved to Las Vegas, Nevada where she lived there for 13 years but chose to make San Diego her permanent home now along with her son, Nicolas and their dog Dexter.   She is   always eager to build strong, trusting relationships with our clients and delivering exceptional world-class service.  She is often referred to as the problem-solver of the team.   In her spare time, she enjoys volunteering in the community, hiking and is an active member of the San Diego APA billiards league.  She is bilingual, fluent in Spanish and has been a member of the San Diego Hispanic Chamber of Commerce.

Mary has been in the financial services industry for 32 years.  She enjoys working with clients and is a crucial part of our team helping with the administrative issues that arise on a day to day basis and more complex issues as well.  When Mary is not busy being part of the team, her life centers around her husband, 4 children and 6 grandchildren.  They all enjoy sports, traveling and family get togethers.

Linda began her career in financial service in 1999.  She is wonderful in assisting our client with administrative issues and also assists the team with marketing and business development.  You will hear from her from time to time to schedule your portfolio reviews.  Linda was born in Yokohama Japan and moved to San Diego in 1965 where she enjoys spending time with her 4 children, 16 grandchildren and 3 great-grand-children.  Her favorite past times are cooking and sewing.





*See Five Star Award page for full disclosure.