Wayne Liu, CFP®, MBA

As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life.

Prior to Coldstream, Wayne previously worked in the financial services industry at private bank PNC in Erie, PA and Los Angeles, CA, and as a Financial Advisor at an RIA in Bellevue, WA. Wayne earned his MBA from Gannon University and is a CFP® professional. Wayne is also fluent in Mandarin.

With a hands-on approach, Wayne works closely with clients to simplify complex decisions and provide actionable steps, paving the road for a secure and confident financial future.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

The most treasured thing I own is the collection of memories with my kids as they’ve grown, along with every interaction I’ve had with friends, clients, and colleagues. Each one reminds me of the importance of serving people with integrity and care.

ONE PIECE OF ADVICE

Sometimes your only available transportation is a leap of faith. Always believe in yourself, “What one man can do, another can do” – The Edge (1997)

HOBBIES

Outside of work, I enjoy home improvement projects and exploring cuisines from around the world.