Judith Maria Lu
Directeur Général chez Blue Zone Wealth Advisors LLC
Profil
Judith Maria Lu founded Blue Zone Wealth Advisors LLC in 2019, where she is working as Owner & Chief Compliance Officer from 2019.
Ms. Lu received her undergraduate degree in 1996 from the University of California, Los Angeles.
Postes actifs de Judith Maria Lu
Sociétés | Poste | Début |
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Blue Zone Wealth Advisors LLC
Blue Zone Wealth Advisors LLC Investment ManagersFinance Blue Zone Wealth Advisors LLC (Blue Zone) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was co-founded by Judith Lu and Josh Sailar in 2019. Blue Zone provides portfolio construction, financial planning and wealth management to high-net-worth individuals, families and non-for-profit companies. | Directeur Général | 01/01/2019 |
Formation de Judith Maria Lu
University of California, Los Angeles | Undergraduate Degree |
Expériences
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Entreprise privées | 1 |
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Blue Zone Wealth Advisors LLC
Blue Zone Wealth Advisors LLC Investment ManagersFinance Blue Zone Wealth Advisors LLC (Blue Zone) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was co-founded by Judith Lu and Josh Sailar in 2019. Blue Zone provides portfolio construction, financial planning and wealth management to high-net-worth individuals, families and non-for-profit companies. | Finance |