I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Jimmy Wu CIMA®
Based in Bellevue, Jimmy helps retirees, executives, and young professionals coordinate retirement income, estate planning, inheritance, equity compensation, and long-term family goals
Ways to Connect
Languages Spoken
- English
- Chinese
- Mandarin
- Cantonese
Who Jimmy Typically Helps
Pre-retirees and retirees, executives with equity compensation, young professionals building wealth, families saving for education, individuals navigating inheritance, families seeking coordinated retirement and estate guidance.
Serving Clients in
Seattle • Bellevue • Mercer Island • Kirkland • Redmond • Portland • Communities throughout the Pacific Northwest
Available nationwide through virtual meetings
Questions Jimmy Helps Answer
- How can I prepare for retirement and create sustainable income?
- How can I coordinate estate planning?
- How should I integrate an inheritance into my plan?
- How should executive compensation fit into my broader plan?
- How can I build long-term savings and prepare for education costs?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
Jimmy Wu is a Partner and Senior Wealth Advisor at Mission Wealth, serving families in the Pacific Northwest. He is committed to delivering comprehensive financial solutions that are tailored to meet each client’s specific needs and values. Jimmy works closely with his clients to develop customized goal plans and portfolios that align with their unique circumstances and long-term objectives. Jimmy is dedicated to guiding his clients through every stage of their financial journey, offering expert advice on retirement planning, tax strategies, investments, and estate planning.
Jimmy joined Mission Wealth in May 2026 through an integration after co-owning FRG Family Wealth Advisors with Ben Johnson. He continues to serve clients with personalized guidance, now supported by Mission Wealth’s broader planning capabilities and specialized resources.
Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett
Jimmy’s Frequently Asked Questions
Clients can expect Jimmy to listen carefully and develop a clear understanding of their financial situation, goals, and concerns. He explains investment, retirement, and estate planning concepts in everyday language so clients can better understand their options and make informed decisions
Professional Background
Jimmy Wu is a seasoned wealth advisor with decades of experience spanning public finance, international markets, and private wealth management. He launched his career at Ernst & Young as a bond consultant in the Capital Market Group before relocating to Hong Kong to run his own consulting business, where he gained firsthand exposure to Asia’s emerging markets. Returning to the US, Jimmy shifted his focus to the equity markets, holding roles at MONY Securities and Charles Schwab before ultimately co-owning FRG Family Wealth Advisors – the foundation that brought him to Mission Wealth.
Jimmy earned a Master of Science in Finance from the University of Arizona and a Bachelor of Science in Chemical Engineering from Iowa State University. He also holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the CFA Institute.
Personal Pursuits
Outside of work, Jimmy enjoys reading, traveling with family and friends, and spending time in the garden with his wife.
Request an introduction to Jimmy Wu.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jimmy Wu and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor