David Wu

One of my guiding principles has always been creating a customized financial plan for my clients.

With so many different goals and appetites for risk, I make sure I'm helping to create a plan that is tailored to each individual client’s needs. I promise to only do exactly what is right for the client because I believe that trust and honesty are the most important qualities a Financial Advisor can offer. My goal is to build long-term relationships with my clients. My partner and I, at Seagrove Wealth Partners, work hard as a team to ensure that many strategies are discussed before options are presented to our clients. We believe in teamwork as well as hard work. Here is the meat and potatoes of what I do specifically with my clients: 1) Growth / Accumulation of assets for: • Retirement • College-Planning • Large-ticket purchases 2) Protection / Risk Management • Disability Income Insurance – to help protect your income potential • Life Insurance – insure that your family is not financially devastated in pre-mature death • Long-Term care – protect your hard-earned assets in the case that you need long-term health care coverage 3) Distribution • How do I not run out of money in retirement? • How can I guarantee a paycheck every month for the rest of my life? • What will I be able to leave my children, grandchildren, charities? I hold my Life Insurance, Health Insurance, and Annuity Licenses from the State of California, as well as numerous other states. I live in San Diego with my wife, Vivien, our son, Ethan, and daughter, Olivia. I enjoy playing basketball, which I play regularly with my team in our Thursday night men's league as well as tennis, which I play on Sunday's in a 4.0 USTA league. David Wu is an Investment Advisor Representative with Dynamic Wealth Advisors dba Seagrove Wealth Partners. All investment advisory services are offered through Dynamic Wealth Advisors.