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206-210-7212
ida.zhu@lpl.com
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2021 -2022 Women's Leadership Forum Attendee

2022 - 2023 Director Club Member*

2021 Freedom Club Member**

2021 Five Star Wealth Manager as featured

Fortune Magazine - Women in Wealth 

We help you seek life you want.

Our mission is your financial future. 

Community-focused investing for the socially conscious.

 

*Director Club achievement is based on annual production amount LPL Advisors only. Awarded to less than 14.97% of the Firm’s advisors.

**Freedom Club achievement is based on annual production amount LPL Advisors only. Awarded to less than 23.27% of the Firm’s advisors.

***Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management amount other factors. Wealth Manager do not pay a fee to be considered or places on the final list of 2021 Five Star Wealth Managers. 

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Experienced Advisors

Ida Zhu

Ida Zhu, MBA, CRPC, CFP®

LPL Financial Advisor

206-210-7212

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