Who We Are

“Bill” Chien Hoong Wu has had over 14 years of experience as an advisor in personal finance, beginning with his position as a private banker at HSBC, working with high net worth individuals and families. He founded WWA owing to his strong belief that sound and unbiased financial advice should be accessible to everyone, regardless of age and income. Prior to wealth management, Bill led a team of analysts, advising C‑suite level executives at publicly traded companies on their investor relations endeavors.
Bill is an Investment Advisor Representative (IAR), Life, Health and Disability Insurance Agent in New York, a CFP® candidate and a member of Financial Planning Association of New York.
A graduate of Phillips Exeter Academy, Bill received his Bachelor of Science in Business from the Stern School of Business at New York University and his Master’s in Management from Keio University in Tokyo.
Being a native speaker of Mandarin as well as conversant in Japanese, Bill enjoys the diversity New York City offers—from discovering hidden eatery gems to enjoying an exhibit at the Rubin Museum of Art. His sense of community and desire to give back continues to keep him involved as a volunteer and supporter of the local Love Wins Food Pantry and the Asian Mentoring Committee of Big Brothers & Big Sisters.