Jeff Zhu

FIC, CFP®

Jeff Zhu

FIC, CFP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jeff Zhu
At work

At work

At work

Why I do what I do

Why I do what I do

I specialize in helping my members accumulate wealth, explaining retirement account tax liability and taking risk off the table. As a Certified Financial Planner™ practitioner, my duty is to look at all areas of your financial life to find the right fit for your needs.

I serve members in…

the San Gabriel Valley, Inland Empire and Orange County, California, Nevada, Georgia, Texas, and Arizona.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

teachers, nurses and professional athletes. Each group presents its own unique challenges and requires a different approach to help maximize what they are already doing. The majority of my members are teachers and nurses. I love helping those who give so much to the community and giving great advice to those who need it most.

I attended…

the University of San Diego and graduated with a degree in finance. I am a proud alumnus of Delta Tau Delta fraternity.

“My personal motto is give without expecting anything in return.”
At home

At home

At home

My life outside of work

In my free time, you can find me…

hitting the gym, surfing, paintballing, cooking or going to art galleries.

I’m passionate about…

sports, especially the Los Angeles Lakers and the Philadelphia Eagles. If I am not watching sports or attending sporting events, I love to do volunteer work. I am part of the West Covina Kiwanis, and I love to mentor the high school students we work with. I never had anyone in my life I was able to relate to and get advice from, and that is something I want to be able to do for the next generation.

My personal motto is…

give without expecting anything in return.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for over 15 years, and I was recently nominated for Citizen of the Year for West Covina.

I’m a member of…

West Covina Kiwanis, Greater West Covina Business Association, and the Inland Referral Source of Business Networking International.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

service programs to help teachers get supplies for the new year. I have seen teachers cry, telling me how important our donation is to the work they do. I feel our duty is to make an impact in the community, not only through financial products, but also through our fraternal programs.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 0I94358

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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