Prudence Zhu (CFP®, CFT-I, CPA, MBA)
Prudence Zhu focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Alternative or Private Investments
- AUM
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
Planning Specialties
Retirement planning, Investment strategies, Tax planning, Sudden wealth management, Cross-culture couples, Immigrants and foreign-born professionals, Holistic planning, Values-Aligned Planning, Mindset CoachingAdditional Information
Growing up in rural central China, Prudence Zhu learned early on the value of hard work, resilience, and building a brighter future from scratch. Her journey has taken her across the globe—from Asia to West Africa to North America—where she has built more than a decade of experience in private equity, corporate finance, and financial advisory.
In 2021, nine years after moving to the US on her own, Prudence achieved financial freedom. This milestone gave her the confidence to leave a successful corporate career and fully pursue her true passion: helping others live funded, fulfilling lives. Prudence is committed to empowering people like herself and inspiring more minorities and women to become leaders in the financial profession.
Prudence’s insights has been quoted in top media outlets including Bloomberg, Kiplinger, AARP, and Investopedia, as well as spotlighted in ASCPA Magazine and on the New Planner Podcast
.She is a Certified Public Accountant, Certified Financial Planner™ (CFP®), and Certified Financial Therapist™ (CFT™), holding an MBA from the University of Notre Dame and an MS in Entrepreneurship and Innovation from Arizona State University.
Prudence is also the author of Amazon bestseller A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together.
NAPFA Start Date
June 11, 2025
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