LPL Financial
47yrs
Top advisor by experience in San Diego
15yrs
Gina Wu
Financial advisor at Wells Fargo Advisors
Gina Wu has worked in the financial industry for 15 years and is a fiduciary financial advisor based in San Diego, California. Gina has been with Wells Fargo Advisors since 2020; before that, Gina spent four years at Ameriprise Financial Services. Gina holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office12531 High Bluff Dr Suite 400, San Diego, CA 92130
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2015 – 2020Ameriprise Financial Services, LLCPreviously
Contact Gina
Local office(858) 523-7900Ask for Gina. (314) 875-3000Main office · St. Louis, MO 12531 High Bluff Dr Suite 400San Diego, CA 92130Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Gina
Tailored to Gina’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gina
How do I contact Gina?
Call Gina’s local office at (858) 523-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gina Wu.
How long has Gina been a financial advisor?
Gina has been in the industry since 2011, about 15 years. More experience than 51% of advisors nationwide.
What licenses does Gina hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gina a fiduciary?
Gina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gina paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gina for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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