Unclaimed
Michelle Wu is a financial advisor with Tenon Financial. Michelle has been working in the financial services industry since July 2012 and has a broad range of experience in financial planning and portfolio management. Michelle is a Certified Financial Planner and a Chartered Financial Analyst, which demonstrates her commitment to providing high-quality financial advice to clients. Michelle is registered to provide investment advice in Massachusetts, New Hampshire, New Jersey and Texas. Michelle has worked with clients in a variety of roles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
1
2
NJ
03/17/2023 - Present
Tenon Financial (METUCHEN NJ)
Active
Inactive
Not sure Michelle Wu is the right advisor for you? Invested Better is here to help.