Albert Wu Headshot
Albert Wu, CFP®
Financial Advisor

As a Certified Financial Planner™, Albert’s approach with every client is to understand what their goals are and develop comprehensive solutions that are tailored to help them achieve those goals.

Albert and his Client Relationship Manager, Shannon Wilson, work as a team to provide a personalized approach to each of their clients and their unique situations. They focus on working with individuals, families and business owners who are preparing for and living in retirement, and partner with other professionals to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning. To better serve clients with complex financial needs, Albert continuously pursues knowledge and education in his field, and has obtained the CFP®, ChFC® and AAMS® professional designations.

Prior to joining Raymond James, Albert worked as a financial advisor at Edward Jones, as a consultant on the capital markets and fixed income teams of Navigant Consulting and Actualize Consulting, and as an account manager at Freddie Mac managing the Bank of America relationship. He graduated from the University of Illinois at Urbana-Champaign with a Bachelors of Science in Accountancy and Bachelors of Science in Finance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tim Portelance

I am incredibly lucky to not only enjoy my career, but I also have a fantastic support system in my family; my wife, Wendy, and our four children, Lane, Austin, Reagan, and Lauren. Although our children are grown, we are fortunate to have them close by. We enjoy keeping active and can be found at the lake when the weather is nice. Believe it or not, I actually like yard work and you can often find me making improvements to our lawn and simply enjoying the time outdoors.

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