Wu Wealth Management Home About Us Resources Contact Us Financial Service and Planning * K. Ken Wu, MBA, ChFC, CFP®. A Certified Financial Planner™ (CFP) and Chartered Financial Consultant (ChFC) certificant, and also an Investment Advisor Representative, has been in the financial service industry since 1995. A graduate from University of South Alabama with a Master of Business Administration (MBA), core in finance (1995). And also a graduate of Livingston University with a BS degree in Business Administration emphasis on computer information science.(1993). He's bilingual in English and Chinese. Planning for your financial independence may seem complicated in today's world. A broad knowledge of everything, from a simple saving plan to complex investment strategies and keeping up with constantly evolving new products and tax laws, are required. As the scope of financial services grows, so does the need for professionals to provide these services. That's why we approach your personal and business financial planning* needs with a specialized team. It's the key to our success, and yours. Professionals in a variety of financial planning disciplines* combine their knowledge and experience, using sophisticated support systems, to determine the right financial strategy for your individual needs. We are dedicated to help you: Acknowledge and Identify your goals. Develop financial strategies based on broad knowledge and sound advice. Implement your personalized plans with adjustments and wide range of competitive products.in the market Review and update on a regular basis, make adjustments if necessary. With those in mind, we strive to provide you with best services and work with you to develop and implement your financial future. Throughout this process, we never lose sight of one essential element -- Personal Service to you, our clients. " * " Before proceeding further, please be advised that this web site is operated by Mr. Kaiping Kenneth Wu, a registered representative. *Securities and advisory services offered through FSC Securities Corporation, a registered investment advisor, member FINRA & SIPC. Securities in your account protected up to $500,000. For Details, please see www.sipc.org. Wu Wealth Management is a marketing name. Mr. Wu is registered to discuss with or offer investment & financial services & products only to residents of the states within which Mr. Wu is registered. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither Mr. Ken Wu nor FSC Securities Corporation makes any guarantee as to the accuracy or completeness of this information Newsletters Take Advantage of Deductions for Business Investments A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons. Are Value Stocks Poised for a Comeback? Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery. Following the Inflation Debate See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last. Is Your Home Office Also a Tax Shelter? This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. More Newsletters » Calculators Estate Taxes Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Cost of Retirement Use this calculator to estimate how much income and savings you may need in retirement. Tax-Deferred Savings Compare the potential future value of tax-deferred investments to that of taxable investments. Federal Income Tax This calculator can help you estimate your annual federal income tax liability. More Calculators » About Us Mission Statement Who We Are Our Financial Planning Our Service - Managing Money Our Service - Insurance Needs Our Location Account Look Up Featured Links Tell A Friend *** CHINESE *** Learning Center Articles Educate yourself on a variety of financial topics. Calculators A host of financial tools to assist you. Newsletters Timely Newsletters to help you stay current. Videos A dynamic library of videos. Flipbooks These magazine-style flipbooks provide helpful information. Glossary Financial terms from A to Z. Tax Library Manage your taxes and prepare for the upcoming tax season. Contact Us 5440 Trabuco Rd. #A8 Irvine, CA 92620 Phone: (949) 786 - 0117 Fax: (949) 258 - 0560 kwu@fscadvisor.com Map and Directions Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. "Wu Wealth Management" is a marketing name. CA Insurance License: 0E14412 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, KS, MD, NV, NJ, NY, OR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 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