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Shai Chu

Professional designations
CFP
Firm or Broker/Dealer name
States licensed in
Ashburn
,
Virginia
Areas of expertise
Languages spoken
English
Areas of Expertise
Investment Management
Time Zone
Shai Chu holds a B.A. in Philosophy Politics and Economics from the University of Pennsylvania. She also obtained her CERTIFIED FINANCIAL PLANNER® (CFP®) designation as she believes in continuous learning and professional development in the area of comprehensive financial planning.

Shai's career in the financial industry began in 2019 with VALIC Financial Advisors Inc. where she worked as a Registered Representative until January 2024. She is currently a Registered Representative at Lincoln Investment Planning LLC.

Shai is committed to acting as a fiduciary for all her clients and her focus on comprehensive planning allows her to dive deeper and connect with clients so that investment advice is best aligned with the client's goals and aspirations.

She joined Wings for Widows because Shai is passionate about supporting women through difficult transitions in their lives while offering clarity and a listening ear.