William Wu is the CEO and Founder of Wu Advisory Group, LLC, a wealth services firm that uses financial education to empower individuals and families through life’s financial complexities. With a passion for simplifying financial planning, William believes that everyone deserves the tools and knowledge to take control of their financial future.

Before starting the firm, William was a financial planner at Kramer Financial Group, a boutique financial planning firm focused on caring and serving individuals in the New York metro area. Prior to that, William worked at Merrill Lynch as a financial advisor in their Global Wealth Management Group where he customized investment portfolios for high net-worth individuals. William graduated with a B.A. in Economics from the University of Michigan (1994) and obtained a M.B.A. in Strategic Management and Finance from Fordham University (2004).

William is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to continuous learning and innovation in a fast-evolving financial landscape. Outside of the office, William enjoys reading, building Legos (sometimes with his daughter), trying to play tennis, and getting into adventures with his family.