Hien Wu

Current Employers

Employment History

• 02/2026 → Present
  New Leaf Funding
  Irvine, CA
• 11/2020 → Present
  First Financial Security
  St. Johns, GA
• 11/2017 → 10/2020
  Premier Financial Alliance
  Suwanee, GA
• 11/2017 → Present
  National Life Group
  Suwanee, GA
• 02/2017 → 01/2026
  American Realty Services
  Huntington Beach, CA
• 03/2016 → 01/2017
  Unemployed
  Fountain Valley, CA
• 03/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 03/2026 → Present
  Wealth Advisory Now
  Santa Ana, CA
• 11/2020 → Present
  M&M Wealth Associates
  Santa Ana, CA

Other Businesses

Hien Wu; not investment related; 9892 Finch Ave, Fountain Valley, CA 92708; Investment properties; Owner; Investment property; 01/2006; the approximate number of hours/month you devote to the other business 4 after trading hours; I own and oversee a portfolio of six residential properties, three of which are active rentals. I am responsible for the high-level financial oversight and strategic management of these assets. First Financial Security; investment related; life insurance agent; 11/01/2020; 11695 Johns Creek Pkwy #400 Johns Creek, GA 30097; the approximate number of hours/month you devote to the other business 180; Sell insurance products life policies and annuities. GLAM Eyewear Company; not investment related; owner; 16027 Brookhurst St Ste I-626, Fountain Valley, CA 92708; retail eyewear business; the approximate number of hours/month you devote to the other business 2; Operate an online eyeglasses and sunglasses shop, purchasing and shipping frames upon customer orders. New Leaf Realty; not investment related; Real Estate Broker/Associate; 02/02/2026; 2860 Michelle Dr, Suite 240, Irvine, CA 92606; the approximate number of hours/month you devote to the other business 10; Assist clients with buying, listing, and leasing properties, and provide limited property management for one client on a part-time basis during evenings and weekends, while a business partner handles most responsibilities during regular business hours. Wealth Advisory Now; investment related; 2900 S. Harbor Blvd, Ste 225, Santa Ana, CA 92704; Partner; 03/24/2026; approximate number of hours/month you devote to the other business 40 during trading hours; I meet with clients and prospects to provide investment advisory and insurance services, including financial planning, portfolio reviews, and retirement analysis, while ensuring compliance with all fiduciary standards. Hien Wu; investment related; 2900 S. Harbor Blvd, Ste 225, Santa Ana, CA 92704; Registered Insurance Agent; 11/2020; approximate number of hours/month you devote to the other business 40 during trading hours; I meet with clients and prospects to provide investment advisory and insurance services, including financial planning, portfolio reviews, and retirement analysis, while ensuring compliance with all fiduciary standards. M&M Wealth Associates; investment related; 2900 S. Harbor Blvd, Ste 225, Santa Ana, CA 92704; Partner-Co Owner / Registered Insurance Agent; 11/2020; approximate number of hours/month you devote to the other business 40 during trading hours; Sell life and annuities products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-19

Other Names

• Matthew Wu
• Hein Wu