Albert Wu is a CFP® professional with 13 years of industry experience. He is currently with Vocare Wealth Advisors and has previously worked at Raymond James Financial Services Advisors, Edward Jones, and Freedom Street Partners. Outside of advisory work, he is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and tailored written investment strategies encompassing estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individual portfolio management and client-specific financial consulting.

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.