Jian Wei Fu, CFP®, EA has a diverse work experience in various roles and industries. Jian Wei is currently serving as the Boston Chapter Founding President at the Asian American Insurance and Financial Professional Association. Prior to this, they held the position of East Coast Sales Vice President at Auchel World/Grand Prospects Financial and Insurance Services. Jian Wei also worked as the President/CEO at Advanced Education Consulting Services for eight years. In addition, Jian Wei Fu has experience as an Assistant Director of Operations at Campus Bridge International and as an Insurance Agent at World Financial Group (WFG). Jian Wei started their professional journey working as a College Tutor/Academic Support at the University of Houston-Clear Lake and Galveston College.
Jian Wei Fu, CFP®, EA has a diverse education history spanning multiple fields. They earned a Certificate in Financial Planning and Services from Boston University in 2023. Prior to that, they obtained a Master's degree in Education/Montessori Teacher Education from Gordon College and a Certificate in Montessori Teacher Education from Northeast Montessori Institute in 2014. Jian Wei Fu also holds a Bachelor's degree in Biology/Biological Sciences, General from the University of Houston-Clear Lake (2008) and an Associate of Science in Biology, General from Galveston College (2007). In addition to their educational background, they have obtained various certifications including Certified Financial Planner (CFP) from CFP Board (2023), Enrollment Agent from the Internal Revenue Service (2020), and an Insurance Producer License (Life, Health, Property & Casualty) from the Massachusetts Department of Insurance (2012).
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Auchel World/Grand Prospects Financial and Insurance Services
Auchel World/Grand Prospects Financial and Insurance Services is an organization which is specializing in financial products and services. With an impressive portfolio of insurance products, we offer innovative solutions, many of which are not available in local markets, to high net-worth clients from across the US. With over 30 years of knowledge, advanced expertise and experience in the business, Auchel World/Grand Prospects Financial & Insurance provides professional financial planning to clients. We offer premier access to the world’s leading financial institutions and insurance carriers. By working with attorneys, CPAs, and other financial professionals, Auchel World/ Grand Prospects Financial & Insurance implements customize financial strategies to prepare our clients for the future. Let us provide you with an integrated and personalized approach that will help you achieve your financial goals. Excellent service and a sound financial plan is what Auchel World/Grand Prospects Financial & Insurance is all about. Auchel World/Grand Prospects Financial & Insurance prides itself on providing the most excellent service. We are well known for meeting our clients’ financial and insurance planning needs in a comfortable atmosphere and timely, efficient manner. Currently, Auchel World/Grand Prospects Financial & Insurance caters mainly to the US market.