About Liz

Liz Wu is an independent financial advisor who strives to bring balance and guidance to individuals in the complex investment world. She finds profound gratification in helping clients work toward their unique goals based on their continuously evolving circumstances . The foundation of her practice is built upon the personal and long-lasting relationships she fosters with each and every individual. 

Liz is a CERTIFIED FINANCIAL PLANNER ^TM Professional, a designation that has required her to complete and adhere to the strict education, examination, experience, and ethical requirements of the CFP® Board of Standards Inc.  She has a B.A. degree in Economics from UC Berkeley and a Certificate with Distinction in Personal Financial Planning from UC Berkeley Extension.  Liz also holds a CA Insurance License (#0F24341) and is Series 7 and Series 66 registered.  She has been affiliated with LPL Financial since 2004.  In San Mateo, CA, Liz is proud to be part of a financial planning team with a combined 45+ years of industry-wide experience. 

About LPL Financial

LPL Financial is America’s #1 independent brokerage firm* with more than 12,000 financial advisors based in more than 7,000 branch offices nationwide. Entering its fourth decade, LPL Financial continues to set the standard for independent advisors through its unparalleled customer service, research capabilities, and technology. Liz chose LPL Financial as her broker/dealer not only because it has allowed her to be independent and objective in giving advice, but also because of its commitment to advisors and ongoing advancements in the industry.

*Based on revenues, as reported by Financial Planning magazine, June 1996-2009.