Lisu Gu

ABOUT Lisu Gu

14 years experience  in holistic family financial planning and services including tax saving investment, education planning, retirement planning, family protection and small business retirement planning. 

Designations

Qualifications

Investment Advisor Representative/Registered Representative

FINRA S65, 6, 63. Licensed in Life, Health and Variable in multiple states

Licensed - Yes

License No - CRD#: 6186203

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends