Jimmy Wu

CIMA®

Partner and Senior Wealth Advisor

Bellevue, WA

"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

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 has always enjoyed helping people and has a natural ability to look at things from different perspectives. When he began his career in financial planning, he recognized that the work is a unique blend of science, art, and human psychology, which is exactly what he loves about serving his clients.

In May 2026, Jimmy joined Mission Wealth through an integration, along with his colleague Ben Johnson (pictured right).

Ben Johnson, Partner and Senior Wealth Advisor

Ben Johnson, CFP®

Learn About Jimmy Wu

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.

In the News

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High-net-worth families often struggle balancing lifestyle spending with long-term financial planning. Learn how intentional cash flow strategies can help families enjoy wealth confidently while staying aligned with long-term goals.

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Artificial intelligence has fueled market gains, but many investors may unknowingly carry concentrated AI exposure. Learn how to identify portfolio risks and diversify thoughtfully.

Behavioral Biases That Influence Investment Allocation Decisions

Learn how behavioral biases such as status quo bias, the recency effect, and loss aversion can influence investment allocation decisions, and how a disciplined approach can help keep your portfolio aligned with long-term goals.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.