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

Industry Experience
  • 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.

Hongmin Lu

Communication Methods

  • Phone