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Liang Chun W

Series 65

East Hanover, NJ

Upright Financial Corp

Liang Chun Wu is a financial advisor at Upright Financial Corp with one year of industry experience and a Series 65 credential. His background includes teaching positions at Berklee College of Music and various educational institutions in Taiwan, as well as a role at the Taiwan Academy of Banking and Finance. Upright Financial Corp is an SEC-registered investment adviser serving primarily individual clients, including high-net-worth households, along with a limited range of institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management with a long-term, value-oriented approach using both fundamental and technical analysis.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Long-term care insurance Founder/Business Owner Retired Mid-Career Professionals
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