Joanne C. Wu, Cfp®, Pfp®
About Joanne C. Wu, Cfp®, Pfp®
Joanne C. Wu is a Senior Financial Planner at MD Financial Management, specializing in financial planning processes and client engagement. She is pursuing a Ph.D. in Personal Financial Planning at Kansas State University and aims to enhance financial education in Canada.
Current Role at MD Financial Management
Joanne C. Wu serves as a Senior Financial Planner within the Financial Planning Center of Excellence at MD Financial Management. She has held this position since 2021, contributing to the Centralized Planning Group in Edmonton, Alberta. In her role, she focuses on delivering comprehensive financial planning services to clients, leveraging her extensive experience in the financial sector.
Previous Experience at MD Financial Management
Joanne C. Wu has a significant history with MD Financial Management, where she worked in various capacities. She began as a Client Assistant from 2009 to 2010, then progressed to Advisory Team Coordinator from 2011 to 2012. Following this, she served as a Medical Education Financial Consultant from 2012 to 2014, and later as a Financial Consultant from 2014 to 2016. She advanced to the role of Senior Financial Consultant, which she held from 2016 until 2021.
Education and Expertise
Joanne C. Wu earned her Bachelor of Science degree with a focus on Theoretical Mathematics and a Business Minor from the University of Alberta, completing her studies from 2002 to 2006. She is currently pursuing a Doctor of Philosophy in Personal Financial Planning at Kansas State University, with an expected graduation in 2025. Her education underpins her expertise in financial planning and client engagement.
Research Interests and Aspirations
Joanne C. Wu's research interests include financial planning processes, client engagement, and gender-specific financial attitudes, particularly among single parents during and after divorce. She aspires to contribute to the field by pioneering undergraduate and graduate financial planning education in Canadian universities. Additionally, she aims to be recognized among Canada's Top 40 under 40 by 2025.