Crpc® Stephen Tu

Stephen Tu is a CRPC® with extensive experience in the financial industry. Stephen currently serves as the Senior Vice President and CRPC at SeaCrest Wealth Management, a position they have held since June 2019. Prior to SeaCrest Wealth Management, Stephen worked at Merrill Lynch Wealth Management as a Senior Financial Advisor and Senior Vice President from April 2013 to July 2019. Before that, they worked at Morgan Stanley as a Financial Advisor from January 2009 to April 2013.

Stephen Tu, CRPC®, earned their Bachelor's Degree from UC Irvine from the years 2000 to 2002. Stephen continued to enhance their skills and knowledge by obtaining various certifications including the Chartered Retirement Planning Counselor from the College For Financial Planning in November 2016, and the Personal Investment Advisor from Merrill Lynch Internal in April 2014.