Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
2yrs
William Wu
Financial advisor at Green Street
Based in Newport Beach, California, William Wu is a financial advisor with 2 years of industry experience. William has been with Green Street since 2024. William holds the CFA designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office100 Bayview Circle Suite 400, Newport Beach, CA 92660
FirmGreen Street
How the firm is paid ?Flat fee, Other
Advisors at the firm16
States licensed ?1 state
Services through Green Street
Other services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowGreen StreetCurrent firm
Contact William
(949) 640-8780Green Street main office 100 Bayview Circle Suite 400Newport Beach, CA 92660Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Green Street at (949) 640-8780 and ask for William Wu. William works from the Newport Beach, CA office.
How long has William been a financial advisor?
William has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does William hold?
No exams are listed on the official record.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Green Street reports being paid by flat or fixed fees, other fees. Ask William 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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