David Guowei Wu

Current Employers

Employment History

• 01/2018 → Present
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 08/2013 → Present
  Wfgia
  Alviso, CA
• 09/2013 → 05/2017
  Bowdoin College
  Brunswick, ME
• 08/2013 → 05/2017
  Student
  Brunswick, ME
• 08/2017 → 10/2017
  Wyzant Tutoring
  Chicago, IL
• 08/2017 → 12/2017
  Uber
  San Francisco, CA
• 11/2017 → 03/2021
  Varsity Tutors
  St. Louis, MO
• 05/2015 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 07/2018 → 07/2020
  Toastmasters International Sf Branch
  San Francisco, CA
• 09/2020 → 03/2021
  Tiny Seeds Family Daycare
  San Francisco, CA
• 02/2020 → Present
  Francisco Middle School
  San Francisco, CA
• 04/2021 → Present
  Link(Legacy Shield)
  Ponte Vedra, FL
• 03/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 04/2022 → Present
  Jar Insurance
  Cerritos, CA
• 06/2024 → Present
  Mj Marketing Llc
  San Jose, CA
• 09/2024 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors,Inc. LSPN Pro, LLC | 03/2022 | Lindon, Utah | Independent Representative |investment related JAR Insurance / 0422-Present / investment Related: No / 17215 Studebaker Road, Suite 390 ,Cerritos, CA 90703 / Health Insurance Agent / Medicare Advantage/ Hrs. Work Monthly: 8 / Sec Trading Hrs: 1 / As a registered Jar health insurance agent, to provide bilingual services to seniors seeking medicare advantage. Work with other JAR agents in NorCal area. Link(Legacy Shield) /0421-Present / Investment Related: No / 100 Executive Way, 105 Ponte Vedra, FL 32082 /Referral Partner - Agent / Estate Planning Solutions / Hrs Work Monthly: 4 / Sec Trading Hrs: 0/ Link allows advisors to help clients set up basic living wills, with the option for a paid living trust. Will onboard clients and help them navigate the platform. FRANCISCO MIDDLE SCHOOL|NOT INVESTMENT RELATED|PUBLIC SCHOOL|2190 POWELL ST. SAN FRANCISCO, CA 94133|02.23.2020|HEAD COACH|I WILL BE SERVING THE ROLE OF LONG DISTANCE TRACK COACH. DUTIES WILL INCLUDE TRAINING, COACHING, MENTORING YOUTH IN 6TH TO 8TH GRADE. MEET WITH ATHLETES ONCE CLEARED BY SCHOOL DISTRICT FOR PRCTICE 2-3 TIMES A WEEK. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION/NOT INVESTMENT REALTED/COLLEGE CONSULTANT/5.1.2015/8301 E PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111/COLLEGE CONSULTING/COACHING. HEARTLAND (COLLEGE COACHING PROGRAM) HAS A PARTNERSHIP CONTRACT WITH WFG. CERTIFIED COLLEGE CONSULTANTS ARE ABLE TO ENROLL STUDENTS INTO THE COLLEGE COACHING PROGRAM AND BE PAID A REFERRAL FEE THROUGH THE WFG PLATFORM./I OCCASIONALLY PROVIDE COLLEGE CONSULTING TIPS/WORKSHOPS (HIFE APPROVED PRESENTATION) TO PROSPECTS TO INTEREST THEM TO ENROLL IN THE PROGRAM TO HAVE BETTER COLLEGE PLANNING. I HAVE NOT YET ENROLLED ANY STUDENTS INTO THIS PROGRAM IN MY PAST 2 YEARS. / HOURS.MONTH: 2 MJ MARKETING LLC \ POSITION: marketing agent NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2024 ADDRESS: 1602 Deluca Drive, San Jose CA 95131 \ DESCRIPTION: client communications, follow up with client issues, provide education on estate planning issues, schedule appointments INHERITGUARD, LLC POSITION: none NATURE: providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2024 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: client communications, follow up with client issues, provide education on estate planning issues, schedule appointments

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-08
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Guo Wei Wu