Nick Wu, CFP®️'s Linkedin Analytics

Nick has been specialized in delivering customized private wealth fiduciary service to a group of global private clients for over 30 years. His prior work includes Ernst & Young, AXA Advisors, and Wells Fargo Advisors. He is a Certified Financial Planner and has earned masters degree in both Finance and Economics. Nick serves advisory board of Oklahoma City University’s Meinders School of Business and Oklahoma City Philharmonic Society. He is a member of The Metropolitan Museum of Art, Leadership Oklahoma City, Oklahoma City Downtown Rotary Club, Jimmie Austin Golf Club, and Norman Trinity Baptist Church. Nick has been named to the Forbes "Best-in-State Wealth Advisors" list in 2022 and 2023.