UBS Financial Services
47yrs
Top advisor by experience in Pasadena
8yrs
Xi Lu
Financial advisor at Globalink Wealth Management
Xi Lu is a fiduciary financial advisor in Pasadena, California, with 8 years in the industry. Xi joined Globalink Wealth Management in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Globalink Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$274,522
Advisors at the firm7
States licensed ?1 state
Services through Globalink Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowGlobalink Wealth Management, LLCCurrent firm
Contact Xi
(626) 964-5966Globalink Wealth Management main office 3452 East Foothill Blvd. Suite 1040Pasadena, CA 91107Office · Get directions Firm websitegwm.globalinkusa.com
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Questions to ask Xi
Tailored to Xi’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Xi
How do I contact Xi?
Call Globalink Wealth Management at (626) 964-5966 and ask for Xi Lu. Xi works from the Pasadena, CA office.
How long has Xi been a financial advisor?
Xi has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Xi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Xi a fiduciary?
Xi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xi paid?
Globalink Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Xi 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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