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 with 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 Senior Wealth Advisor and Guided Portfolio Manager with Citi Personal Wealth Management in Palo Alto, California. Recognized by Forbes as a Best-in-State Wealth Advisor (2026) and a Best-in-State Top Next-Gen Wealth Advisor (2024 and 2025), Jason advises a select group of high-net-worth individuals, entrepreneurs, technology executives, and multi-generational families throughout the San Francisco Bay Area and around the world.

Jason's practice is centered on building enduring client relationships and delivering sophisticated wealth management strategies tailored to each family's unique objectives. He specializes in constructing customized multi-asset portfolios that incorporate both traditional and alternative investment solutions. His experience includes private equity, private credit, structured notes, and other advanced portfolio strategies designed to help clients grow, preserve, and transfer wealth across generations.

Fluent in Mandarin and Cantonese, Jason brings a distinct global perspective to wealth management. He is particularly valued by Asian American families and international investors for his ability to navigate cultural considerations alongside complex financial planning needs. His experience includes advising clients on cross-border investment opportunities, philanthropic planning, estate and legacy strategies, and family governance initiatives.*

Prior to joining Citi, Jason advised international families and affluent individuals at HSBC Bank in New York City and began his financial services career with 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.

Leveraging Citi's global resources and institutional capabilities, Jason delivers comprehensive wealth management solutions designed to align each client's financial ambitions, family values, and long-term legacy goals.

*Citi does not provide tax or legal advice.