Jason Hu, CFP^®
Senior Vice President – Wealth Management
Senior Wealth Advisor

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 is a seasoned Senior Wealth Advisor and Guided Portfolio Manager at Citi Personal Wealth Management in Sunnyvale, California. With over a decade of experience in the financial industry, Jason has built a reputation for his expertise in wealth management and financial planning.

Jason's dedication to his clients has not gone unnoticed, as he was recognized in Forbes's Top Next-Gen Wealth Advisor Best-in-State list (2024), ranking #37 in Northern California. He began his career at Merrill Lynch and later worked at HSBC in New York City before finding his home at Citi.

Jason is a Certified Financial Planner^® professional, holding a Master of Science degree in Wealth Management from Columbia University and a Bachelor of Science degree in Applied Economics from Bryant University. With a strong educational background and years of practical experience, Jason is committed to helping his clients achieve their financial goals and secure their financial futures.