ZHU Wealth Management

Portfolio Manager:

 

 

Mrs. Zhu is a CFA® charterholder.  The Chartered Financial Analyst® (CFA®) designation, is a highly respected and globally recognized credential in investment analysis and wealth management.

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Mrs. Zhu is a Certified Public Accountant (CPA).  Mrs. Zhu has a master degree in Accountancy and worked for the public accounting firm Ernst & Young (EY) before starting her own tax CPA practice. ​

 

Mrs. Zhu also earned her Certified Financial Planner® (CFP®) certification.