Judith Lu, Founder & CEO, Blue Zone Wealth Advisors Episode 27
Episode Summary
In this episode, Christine Shaw speaks with Judith Lu, founder and CEO of Blue Zone Wealth Advisors about Judith’s unconventional path to financial services. Judith shares her passion for giving back and helping people and how she has applied this to every aspect of her financial services career.
Episode Notes
A career in financial services is about so much more than dollars and cents — so much of work with clients is about helping them achieve their goals, navigating emotional conversations about money and life, and giving back to the community.
In this episode, you will learn:
- What makes women so well suited to a career in financial services
- The skills Judith believes are critical to success as a business owner
- What blue zones are and how they apply to overall lifelong wellness
- Why women have been disproportionately impacted by COVID-19
- And more!
Tune in to learn more about the emotional side of financial services with Judith Lu, founder and CEO of Blue Zone Wealth Advisors!
Resources: InvestmentNews | Christine Shaw | Blue Zone Wealth Advisors | Judith Lu
Guest bio: Judith Lu is the Founder and CEO of Blue Zone Wealth Advisors where she brings over 20 years of experience working with high net worth individuals, families and not-for-profit organizations on financial planning, portfolio construction and wealth management. For her work, she has been recognized by Forbes as a “Best-In-State Wealth Advisor” in 2018, 2019 and 2020 and a “Forbes Top Women Wealth Advisor” in 2017, 2018, 2019 and 2020. She was also named by InvestmentNews as one of their 2019 Women To Watch.
Judith founded Blue Zone Wealth Advisors with the belief that financial health should be an integral part of a person’s overall well-being. Blue Zone shows clients how financial health and longevity are possible through clarity, purpose and empowerment.
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