Wayne Liu CFP®

Associate Advisor


About Wayne

With an extensive background in private banking for high-net-worth clients, I specialize in creating personalized financial strategies. Through my experience becoming a CFP® Professional and as an MBA graduate, I have developed a variety of insights to offer clients interested in investment, tax, or retirement planning. My expertise ensures I provide advice tailored to your unique financial landscape.

Having lived in Erie, PA, and Los Angeles, CA, I now call Mercer Island home. Outside of work, I enjoy exploring new places with family and friends, embracing the adventure in every journey.


Get in touch with Wayne