Jason Hu, CFP®
Senior Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1017511
CA Insurance License # 0L80481
- Phone: (408) 249-2568
E-Mail: jason.hu@citi.com
2401 El Camino Real
Palo Alto,
CA
94306
2401 El Camino Real
Palo Alto,
CA
94306
- Financial Planning
- Retirement Planning
- Portfolio Management
- Philanthropic Planning
- Insurance and Wealth Transfer
- Multigenerational Family Planning
- Corporate Executives
- Women & Wealth
- Mandarin
- Cantonese
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Jason Hu
Jason Hu, CFP® is a highly experienced Senior Wealth Advisor and Guided Portfolio Manager at Citi Personal Wealth Management in Palo Alto, California, serving a discerning clientele of high-net-worth individuals, entrepreneurs, and multi-generational families across the San Francisco Bay Area and globally.
Renowned for his deep experience in complex investment strategies, Jason provides personalized guidance across a wide spectrum of wealth planning needs. His clients value his ability to navigate both traditional and sophisticated asset classes with clarity, discretion, and insight.
Fluent in both Mandarin/Cantonese and English, Jason is particularly sought after by Asian-American families, technology executives, and international investors looking for an advisor who can bridge cultural nuance with global financial strategy.
Jason’s specialties include:
- Alternative investments, such as private equity, private credit, and structured notes
- Customized portfolio construction and multi-asset allocation
- Generational wealth planning, including philanthropic strategies and family governance
- Cross-border investment advisory and global asset diversification
- Strategies that support legacy-minded investing with a long-term, values-driven approach
Jason began his career at Merrill Lynch, followed by his time at HSBC Bank in New York City, where he worked closely with international families on portfolio strategy, investment policy, and asset coordination. At Citi, Jason leverages the firm’s global platform and institutional resources to craft solutions that reflect each client’s financial ambitions and family priorities.
He holds the Certified Financial Planner™ (CFP®) designation, a Master of Science in Wealth Management from Columbia University, and a Bachelor of Science in Applied Economics from Bryant University.
Jason’s approach is defined by long-term collaboration, strategic insight, and a strong commitment to helping clients grow, preserve, and transfer wealth effectively across generations.
Jason's Awards
The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.