Simon Lu

Wealth Management Advisor - Pasadena

Please call to schedule an appointment

PHONE
Main Number
(866) 842-2905(866) 842-2905
ADDRESS
35 North Lake Avenue
Suite 800
Pasadena, CA 91101
US
OFFICE

TIAA Financial Services

Pasadena

About Simon Lu, Wealth Management Advisor

Simon Lu is a Wealth Management Advisor based in the Pasadena, CA office. Our Wealth Management Advisors can work with you to understand your financial situation and help build a financial plan aligned to your goals, values, and risk tolerance which is available to you at no additional cost. Advisors are supported by a team of specialists providing professional advice and support while building a long-term financial plan you can adjust as your situation changes. Call to schedule an appointment (866) 842-2905.