Portrait of Jimmy Wu

Jimmy Wu CIMA®

Partner and Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings

Languages Spoken

  • English
  • Chinese
  • Mandarin
  • Cantonese
Request an introduction

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?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

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 Wu, Partner and Senior Wealth Advisor

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.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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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.