John Wu Jr (CFP®)
John Wu Jr focuses in the
following client markets or areas of practice:
- Generation X
- Medical Professionals
- Millennials
- Generation X
- Medical Professionals
- Millennials
Planning Specialties
Investing to build wealth
Retirement Planning
Tax Planning
Additional Information
I provide financial planning to physicians in their 30s to 40s. I quit my job at Charles Schwab and founded Family Styles Advisors to do one thing: to serve clients being my true self, focusing less time on unimportant things, and more on helping others achieve financial independence. I combine my personal and work experience in my work. I provide professional advice along with discussions that help you build a healthy relationship with money.NAPFA Start Date
July 23, 2026
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