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

Recognized by Forbes as a "Best-in-State Top Next-Gen Wealth Advisor" for both 2024 and 2025, Jason Hu, CERTIFIED FINANCIAL PLANNER^® professional, is a distinguished Senior Wealth Advisor and Guided Portfolio Manager with Citi Personal Wealth Management in Palo Alto. He serves a discerning clientele of high-net-worth individuals, entrepreneurs, and multi-generational families across the San Francisco Bay Area and globally.

Jason's practice is defined by long-term collaboration and strategic insight. He excels at designing customized, multi-asset portfolios that navigate both traditional and sophisticated asset classes. His deep experience in complex strategies includes the integration of alternative investments—such as private equity, private credit, and structured notes—to help clients grow, preserve, and transfer wealth effectively.

Fluent in both Mandarin and Cantonese, Jason possesses a unique ability to bridge cultural nuances with global financial strategy. This makes him a sought-after advisor for Asian American families, technology executives, and international investors seeking guidance on cross-border investments, philanthropic strategies, and family governance.

Jason’s strategic guidance is built upon a premier education and a career at top-tier financial institutions. Prior to joining Citi, he worked closely with international families at HSBC Bank in New York City and began his career at Merrill Lynch. He holds a Master of Science in Wealth Management from Columbia University and a Bachelor of Science in Applied Economics from Bryant University. At Citi, Jason leverages the firm’s global platform to craft institutional-caliber solutions that reflect each client’s distinct financial ambitions and family priorities.