Broker Check
William Wu, CFP®

William Wu, CFP®

Financial Advisor

William Wu is a CERTIFIED FINANCIAL PLANNER™ professional at Kramer Financial Group, LLC. Before joining the team, he worked at Merrill Lynch as a financial advisor in their Global Wealth Management Group where he customized investment portfolios for high net-worth individuals. Prior to financial advisory, William was a derivatives marketer at Calyon Corporate & Investment Bank, specializing in helping corporate clients implement fixed income derivative solutions. William graduated with a B.A. in Economics from the University of Michigan (1994) and obtained a M.B.A. in Strategic Management and Finance from Fordham University (2004).

William is an Assistant Professor at NYU’s School of Professional Studies teaching investment management and financial planning. He also spends time working with non-profit organizations teaching fundamental financial concepts and literacy to members of his community. William was born in Queens, New York and currently lives in Brooklyn with his wife and beautiful daughter, Audrey.