Erica's HeadshotErica Wu, MBA
Senior Wealth Advisor

Request an Appointment | Contact Me | (408) 261-3300

Erica Wu is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration. Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.


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