David Lu , CFP
Managing Director - Investments
PIM Portfolio Manager
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
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