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 global 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.
Based in Sunnyvale, California, Jason Hu is currently a Senior Wealth Advisor at Citi Personal Wealth Management. He has spent over a decade in this industry, working first at Merrill Lynch, and then HSBC in New York City, before joining Citi.
He is a CERTIFIED FINANCIAL PLANNER®, with a Master of Science degree in Wealth Management from Columbia University and Bachelor of Science degree in Applied Economics from Bryant University.