Brian Tu
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Brian Tu

Principal
Brian is a Principal in the Orange County office. He has over twelve years of experience working with high net-worth clients and their financial planning affairs.

Prior to joining Cerity Partners, Brian was a Director of Wealth Management at MullinTBG Advisors, a Registered Investment Adviser. He was responsible for all aspects of financial planning, including tax planning and preparation, investment analysis and estate planning. Before MullinTBG, he was a senior tax associate at Ernst & Young LLP and spent the majority of his time working with clients to implement favorable tax and wealth transfer strategies. Brian started his career in wealth management at The Ayco Company, L.P., a Goldman Sachs Company. Additionally, he has trained staff and financial analysts (new hire and continuing) on all aspects of tax planning, preparation, and financial analysis.

Brian received his Bachelor of Arts in Economics from the University of California, Irvine. He also completed his Masters of Business Administration from the University of California, Irvine at the Paul Merage School of Business. Brian has completed the California CTEC Tax Certification requirements.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

65 E Wacker Pl
Chicago, IL 60601

(312) 645-1899

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50 Public Square
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Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626