John Wei, CFP®, CPWA®
Senior Financial Advisor
John serves as a Senior Financial Advisor here at Golub Group. He has a passion to help individuals, families and small/ mid-sized business achieve their financial goals and objectives. John believes that in order to truly make a difference and impact each client’s lives is to look at things more holistically by looking at all areas of planning (Investment management, retirement planning, Tax Planning, Insurance Planning, and Estate Planning).
John brings 14 years of experience since 2004. Before joining Golub Group in 2018, John served in various VP/ Planning positions with Mercer Advisors, TIAA CREF, Charles Schwab & Ameriprise Financial. John holds a Bachelors of Finance & Economics from the University of San Francisco and is a Certified Financial Planner®.
John resides in Foster City, California with his dog Bao Bei. He enjoys spending his free time outdoors and with friends and family.