Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.
Luanne Vu, CFP
Senior Financial Advisor
Managing Director - Investments
My Background
I am a Senior Financial Advisor and Managing Director – Investments at Wells Fargo Advisors in Bryn Mawr, PA, with over 19 years of experience in the financial services industry. I earned my bachelor’s degree at Drexel University, and as a CERTIFIED FINANCIAL PLANNER® professional, I’ve completed rigorous training to focus on all aspects of a client’s financial picture. I enjoy traveling, Pilates, learning about new cultures, and exploring ethnic cuisines. I spend my free time with my son, Aiden and family, we like to stay active and embracing cultural experiences.
I aim to get to know my clients better and create a comprehensive plan that reflects their personal and financial goals for the future. I provide planning and investment management to individuals, families, and businesses, and I’m committed to delivering the highest quality service possible.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Retirement Income Planning
An often-overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.
Estate Planning Strategies
I can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences.
Advice for Your Full Financial Life
As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing; I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
CA Insurance License Number: 4280202. Resident State PA
Certificates
CFP
Education
- Bachelor of Science - BS, Finance & Management Information System
Languages
- English
- Vietnamese
- Yue(Cantonese)
Contact Us
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