Monica Wu AFP, CFP

Operations Manager & Compliance Officer

As the first double-licensed financial planner in China’s Financial System, Monica’s experience includes the China Construction Bank and leading the establishment of the first personal wealth management center of the Suzhou Branch as well as working in Singapore and Hong Kong to establish private banking centers responsible for the development, maintenance and promotion of ultra-high net worth clients. Her insight and experience in financial markets and processes give our clients a multifaceted perspective on investing.

Monica Wu AFP, CFP

Operations Manager & Compliance Officer

As the first double-licensed financial planner in China’s Financial System, Monica’s experience includes the China Construction Bank and leading the establishment of the first personal wealth management center of the Suzhou Branch as well as working in Singapore and Hong Kong to establish private banking centers responsible for the development, maintenance and promotion of ultra-high net worth clients. Her insight and experience in financial markets and processes give our clients a multifaceted perspective on investing.

Monica Wu AFP, CFP

Operations Manager & Compliance Officer

As the first double-licensed financial planner in China’s Financial System, Monica’s experience includes the China Construction Bank and leading the establishment of the first personal wealth management center of the Suzhou Branch as well as working in Singapore and Hong Kong to establish private banking centers responsible for the development, maintenance and promotion of ultra-high net worth clients. Her insight and experience in financial markets and processes give our clients a multifaceted perspective on investing.