Rich Woo I Founder I Wealth Advisor
Login to view DISC.Rich Woo is the Founder and Wealth Advisor at Catalyst Planning Partners, specializing in comprehensive financial planning and tax-smart investing strategies. A Certified Financial Planner (CFP) and national speaker, he has been recognized by Forbes as a Top Financial Security Professional for three consecutive years (2022-2024).
An alumnus of the University of Illinois Urbana-Champaign and the University of Southern California, Rich is focused on fostering new talent. He actively promotes internship opportunities at his firm to help develop the next generation of financial experts, showcasing a commitment to mentorship within his field.
He has delivered over 100 talks at national and local conferences for organizations including the Blackstone Group and Deloitte.
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