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1 advisor near New York, NY
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Chien Hoong W
Series 65, Series 66
Jackson Heights, NY
Wu Wealth Advisory, LLC
Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Forest Hills Financial Group and NMP Planning Company, Inc. in prior roles. Wu is also an independent insurance broker licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory serves individuals, including high-net-worth clients, and small businesses with customized financial planning, investment consultation, and portfolio management. The firm employs a Core + Satellite investment strategy, blending passive indexed ETFs with selective active positions, and offers both discretionary and nondiscretionary account management.
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