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I love working with a wide variety of clients enjoying different stages of life—from young professionals to growing families, empty nesters, and couples in retirement. No matter where they are in life, they all tend to have a few things in common. My clients are often successful savers, and now they need help organizing their financial lives and aligning their wealth with their vision for the future.
They want to know what’s possible with what they have, how to continue growing their net worth in an effective and efficient manner, and what they can do to create financial security for themselves and their children in the future.
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FEATURED:
Stress-Free Wealth Management: How to Let Go of Financial Worries
Feeling anxious about your financial situation? Learn what steps you can take to gain confidence – and reduce the stress.
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FEATURED:
Stress-Free Wealth Management: How to Let Go of Financial Worries
Feeling anxious about your financial situation? Learn what steps you can take to gain confidence – and reduce the stress.
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Financial Advisor
With over 15 years of financial sector experience, Lynda Tu is a financial advisor in Allworth’s Campbell, California, office. A graduate of the University of California, Davis, when asked about her approach to advising, she said, “When I help someone achieve greater financial peace of mind, that’s my idea of a wonderful day. I want clients to not have to worry about their financial situation, and to achieve a sense of prosperity, so that they can devote their attention and energy to the things that matter most to them, such as family, friends, and doing whatever it is they love.” A native of the Bay Area, and the married mother of two children, Lynda lives with her family in San Jose, California.
About Lynda
With more than 16 years of financial sector experience, Lynda Tu is a financial advisor in Allworth’s Campbell, California, office. A native of the Bay Area and a graduate of the University of California, Davis, Lynda is a married mother of two who lives with her family in San Jose, California.
Who I Best Work With
I love working with a wide variety of clients enjoying different stages of life—from young professionals to growing families, empty nesters, and couples in retirement. No matter where they are in life, they all tend to have a few things in common. My clients are often successful savers, and now they need help organizing their financial lives and aligning their wealth with their vision for the future.
They want to know what’s possible with what they have, how to continue growing their net worth in an effective and efficient manner, and what they can do to create financial security for themselves and their children in the future.
What Guides My Approach
After my family left Vietnam, to start from scratch in America, my parents were very conscientious about what they spent money on. However, they always prioritized helping my brother and me, while putting their own needs on the back burner. In their unspoken gestures of sacrifice and giving to others, I discovered my own sense of what it means to serve others. A commitment that I continue to hold close to my heart, as I work to help my clients regain their time, feel well cared for, and ultimately experience the peace of mind they deserve.
With over 15 years of financial sector experience, Lynda Tu is a financial advisor in Allworth’s Campbell, California, office. A graduate of the University of California, Davis, when asked about her approach to advising, she said, “When I help someone achieve greater financial peace of mind, that’s my idea of a wonderful day. I want clients to not have to worry about their financial situation, and to achieve a sense of prosperity, so that they can devote their attention and energy to the things that matter most to them, such as family, friends, and doing whatever it is they love.” A native of the Bay Area, and the married mother of two children, Lynda lives with her family in San Jose, California.
“I like it when a client comes to me and aren’t sure what they have or what’s possible. I’m able to put the pieces together for them and help them realize what they’ve done, what we can improve upon, and ultimately provide some clarity on what’s possible for the future.”
- Lynda Tu, Allworth Financial Advisor
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Insights Just For You
FEATURED:
Stress-Free Wealth Management: How to Let Go of Financial Worries
Feeling anxious about your financial situation? Learn what steps you can take to gain confidence – and reduce the stress.
More About Lynda:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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