Sandy Wu

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Sandy Wu is a financial consultant based in San Francisco, California, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Sandy provides tailored financial planning that addresses each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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