We Are the Next Generation of wealth management

Managing Partner

Andrew began his career in 2000 in San Francisco, CA as a financial planner for one of the largest independent wealth management firms in the country.  After relocating to Los Angeles, Andrew enjoyed a successful career with Fidelity Investments and TD Ameritrade,  where he served as the advisor to an exclusive group of families and business owners, and provided advice on issues related to retirement, estate planning, and asset management. 

Andrew was named a top 40 Under 40 Advisor by InvestmentNews™ in 2015.  He has also been recognized and quoted in a number of publications.  

Notably, Andrew was elected to the Diamond Bar, CA city council in 2018, and he is currently serving as the Mayor of Diamond Bar.

Andrew holds FINRA licenses Series 7, Series 63, CA insurance license #0E61061, as well as the CERTIFIED FINANCIAL PLANNER™ designation.
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BROKER CHECK

¹ Registered Representative and  Investment Advisor Representative, Securities and Advisory Services offered through Woodbury Financial Services, Member FINRA, SIPC.  CA Insurance Lic. # 0E61061

 ¹ Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client or are they representative of any one client's evaluation. 

Partner / Director of Wealth Management

Henry is a leader who is passionate about coaching and instilling a pay-it-forward mentality. He is dedicated to helping others both personally and professionally, with the goal of creating a better tomorrow and guiding his clients away from the difficulties he has faced in the past. He is thrilled to be back in Southern California and serving the community he grew up in.

Clients are drawn to Henry because of his transparent approach to business. He always puts their best interests first, acting honestly, competently, ethically, objectively, and candidly. Henry received training at Yale in Wealth Management Theory and Practice, which earned him the Certified Private Wealth Advisor® designation. He uses his knowledge and expertise to help clients protect and grow their most valuable assets, so they can focus on living successful and fulfilling lives.

Henry has worked with a diverse range of clients, including physicians, tech professionals, attorneys, and business owners. He offers tailored strategies for comprehensive growth, tax efficiency, and risk management that are unique to each client's situation.  

Prior to joining Wealthify Partners, Henry spent nearly a decade in the Bay Area, working with WestPac Wealth Partners. He also previously served on the Board of Governors for the Los Angeles Athletic Club, which is best known for awarding the John R. Wooden Award to top NCAA basketball players each year.

BROKER CHECK

¹ Registered Representative and  Investment Advisor Representative, Securities and Advisory Services offered through Woodbury Financial Services, Member FINRA, SIPC.  

 As a financial planning associate, Jeff works with Andrew Chou to help our clients develop sensible budget and retirement plans.

Starting his career as a business executive, Jeff developed experience in advising clients on the benefits of long term financial planning.  He helped clients make better long term financial decisions, especially when it comes to debt management and budgeting.  Starting in 2007, Jeff began focusing exclusively on financial services, and made educational outreach a big component of his practice.

In 2014, Jeff formalized his interest in helping others with financial planning by obtaining the CERTIFIED FINANCIAL PLANNING ™  designation through University of California, Los Angeles.  Jeff now works with young families and professionals who need help prioritizing the often-competing demands of life without a financial plan, or delving into specific areas of concern.

Currently, Jeff is an active member of the Pro Bono Committee of the Financial Planning Association of San Gabriel Valley.  He also attends  numerous FPA events throughout the year.  

Jeff Bricmont is not registered with Woodbury Financial Services.

Estate Planning, Of Council

Ms. Fu focuses her practice in the areas of estate planning, immigration and general business law. Ms. Fu counsels her clients on matters involving trust administration, preparation of an estate plan in order to maximize estate and gift tax exemptions including the drafting of living trusts and irrevocable living trusts.  Ms. Fu is also experienced with variety of employment based immigrant and non-immigrant petitions.  

Ms. Fu is fluent in English, Mandarin, Cantonese and Taiwanese. 

Ms. Fu received her Juris Doctorate degree from Golden Gate University School of Law. While in law school, she was a Merit Scholarship recipient and studied at Peking University, Beijing, China in the University’s comparative law program. 

Jennifer Fu is not registered with Woodbury Financial Services