Curi RMB Capital’s Denver office recently added another experienced professional to its wealth management team. Virginia Wu, CFP®, has joined the firm as senior wealth advisor.
With more than 11 years of financial services experience, Wu will be serving clients from across the western U.S. in her new role. Prior to joining Curi RMB Capital, she was a wealth manager for A&I Wealth Management in Denver. She also spent more than seven years with Fidelity Investments in Raleigh-Durham, N.C., serving in multiple roles over her tenure, including financial consultant, guidance support specialist and workplace planning and guidance consultant.
“As an advisor, I most enjoy driving meaningful change in the lives of my clients through building a relationship based on a deep understanding of their goals and dreams. I am excited to leverage Curi RMB Capital's tools and resources to help clients achieve success, however they define it.” Wu says.
Wu is a Certified Financial Planner® professional. She holds a bachelor’s degree in international and global studies from North Carolina State University. She has also been a contributing guest columnist for TheStreet’s “Retirement Daily” channel.
For more information about Curi RMB Capital’s wealth management services, please visit: https://rmbcapital.com/wealth-management/about-rmb-wealth-management.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
