How I can help you
Hongmin Lu specializes in helping individuals and their families to create and protect their wealth through comprehensive wealth management. Her work also includes corporate retirement plans and small business loans.
Areas of Expertise
- Business Finance & Accounting
- Banking, Financial Services and Insurance
Hongmin is a Chartered Financial Analyst, has series 7, 31 and 66 licenses, California life insurance and long-term care insurance licenses. In addition, she has BS in Computer Science, MS in Statistics, MBA from UC Berkeley, CA.