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Hongmin Lu

Phone 408-861-2021

Hongmin Lu
Morgan Stanley
20400 Stevens Creek Blvd
Cupertino, CA 95014

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Hongmin Lu

Morgan Stanley
Chapter: Business Builders

Financial, Financial Planner

My BusinessMy Wealth Management service includes using client's life as a guild for planning through financial road map, strategize investments through goal-based investment framework. Emphasize on investor behavior consultation and help clients on all life decisions with money implications. Help clients raise money-wise next generation, surround clients with a team of professionals for the common goal of servicing the client. My corporate service includes corporate asset management, business funding, corporate retirement plans, stock option & ESPP plans.

Ideal Referralanyone who desires guidance for money management

Top Productmy skills

Top Problem Solvedhelp clients not to worry about their money

My Ideal Referral PartnerCPA & Attorney