Albert Wu and his team help people approaching retirement make confident decisions about the money they’ve spent decades building.
As the founder of Vocare Wealth Advisors, Albert works with pre-retirees who are navigating some of the most important—and often irreversible—financial decisions of their lives: when to retire, how to create sustainable income, how to reduce taxes, how healthcare fits in, and how to protect their family and legacy. His focus is not just on investments, but on creating clear, coordinated retirement plans that remove uncertainty and align money with what matters most.
Albert graduated from the University of Illinois at Urbana-Champaign in 2005 with a Bachelors of Science in Accountancy and Bachelors of Science in Finance, and received his certification as a CERTIFIED FINANCIAL PLANNER® from Georgetown University School of Continuing Studies. Prior to wealth advisory work, Albert worked as a financial services consultant in New York City, working as an analyst and consultant on projects for various investment banks. After the market crash in 2008, the nature of the work no longer appealed to Albert, so he moved back to the DC, Maryland and Virginia area, where he grew up, and transitioned into wealth management work, his true calling.
Outside of work, Albert lives in Oakton, Virginia with his wife, Tanya, and their two children, Liam and Evelyn. He enjoys traveling (Italy is a favorite), wine tasting, concerts, and time at the beach—experiences that reinforce his belief that proper planning leads to freedom of: money, time, relationships and purpose.
Albert is also deeply committed to service. He serves on the board of Friends of Fairfax County Animal Shelter and as a Trustee for ServiceSource Foundation, an organization where 99 cents of every dollar directly supports individuals with disabilities and their families.
As a fiduciary and CERTIFIED FINANCIAL PLANNER® professional, Albert believes retirement should be entered with purpose and clarity—not guesswork. Every client relationship begins with understanding the client’s goals, concerns, and values, then building thoughtful strategies around retirement income, cash flow, tax planning, healthcare decisions, and estate considerations. Albert is known for helping clients see trade-offs clearly and for developing creative solutions to complex retirement challenges.
Albert’s personal mission is simple: to provide clarity to people facing retirement decisions that will shape the rest of their lives.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.