Jian Wei Fu

Jian Wei Fu, CFP®, EA has a diverse work experience in various roles and industries. Jian Wei is currently serving as the Boston Chapter Founding President at the Asian American Insurance and Financial Professional Association. Prior to this, they held the position of East Coast Sales Vice President at Auchel World/Grand Prospects Financial and Insurance Services. Jian Wei also worked as the President/CEO at Advanced Education Consulting Services for eight years. In addition, Jian Wei Fu has experience as an Assistant Director of Operations at Campus Bridge International and as an Insurance Agent at World Financial Group (WFG). Jian Wei started their professional journey working as a College Tutor/Academic Support at the University of Houston-Clear Lake and Galveston College.

Jian Wei Fu, CFP®, EA has a diverse education history spanning multiple fields. They earned a Certificate in Financial Planning and Services from Boston University in 2023. Prior to that, they obtained a Master's degree in Education/Montessori Teacher Education from Gordon College and a Certificate in Montessori Teacher Education from Northeast Montessori Institute in 2014. Jian Wei Fu also holds a Bachelor's degree in Biology/Biological Sciences, General from the University of Houston-Clear Lake (2008) and an Associate of Science in Biology, General from Galveston College (2007). In addition to their educational background, they have obtained various certifications including Certified Financial Planner (CFP) from CFP Board (2023), Enrollment Agent from the Internal Revenue Service (2020), and an Insurance Producer License (Life, Health, Property & Casualty) from the Massachusetts Department of Insurance (2012).

Links

Previous companies

World Financial Group logo

Org chart


Teams

This person is not in any teams