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About Us
Your Trusted Partner in Financial Prosperity
Welcome to WAWLE Group, your dedicated financial advisory firm in California. At WAWLE Group, we provide comprehensive financial planning services designed to empower individuals, families, and business owners to build a secure and prosperous future.
Our Mission
At WAWLE Group, our mission is to empower individuals, families, and businesses with expert financial guidance, fostering clarity, confidence, and long-term prosperity through personalized and comprehensive planning.
Our Vision
To be the most trusted and impactful financial planning partner, recognized for our unwavering commitment to client success, innovative strategies, and a positive contribution to the financial well-being of our community.
Our Core Values
Integrity
Upholding the highest ethical standards in every interaction and decision.
Client-Centricity
Placing your unique goals and needs at the heart of everything we do.
Expertise
Continuously expanding our knowledge and skills to provide superior advice.
Stewardship
Responsibly guiding and protecting your financial resources as if they were our own.
Clarity
Translating complex financial concepts into understandable, actionable strategies.
Our Approach
Our core approach at WAWLE Group is simple yet powerful: we prioritize your unique needs. We take the time to thoroughly understand your specific financial challenges and aspirations. This detailed insight allows us to develop a tailored financial plan that serves as your clear roadmap to success. By employing proactive and forward-thinking strategies, we ensure you're not just managing your finances, but actively capitalizing on opportunities for sustained growth and true financial accomplishment.
Our Team
Lu Shi
CEO, Certified College Funding Specialist, Lead Financial Specialist
Lu Shi is the CEO and founder of WAWLE Group, with extensive expertise in college financial planning, insurance-based strategies, and long-term wealth protection. As a Certified College Funding Specialist (CCFS®) and Lead Financial Professional, she helps families navigate FAFSA®, CSS Profile®, IUL policies, annuities, and retirement planning with clarity and confidence.
In addition to her professional work, Lu served as both Chairlady of the PTA and Chairlady of the Whitney Foundation at Whitney High School in Cerritos, CA, where she led key educational and community initiatives.
Pam Chao
Speaker, Retirement Planner & Strategist, Financial Specialist
Pam Chao is a dedicated financial specialist with strong expertise in student aid planning, insurance strategies, and family financial solutions. She has helped numerous families navigate the complexities of FAFSA®, CSS Profile®, and institutional aid, guiding students toward greater access to educational funding opportunities.
In addition to her financial aid work, Pam brings in-depth knowledge of insurance products, including life insurance, Indexed Universal Life (IUL), and annuities. She not only understands the products themselves but also the workflow and underwriting processes behind them, ensuring each client receives the right-fit solution for their financial goals
Sunny Ooi
Marketing & Office Manager
With over 30 years of experience in eCommerce, marketing, and business management, Sunny Ooi offers deep expertise in driving digital growth and operational efficiency. He has held director-level roles across various private sector industries, bringing leadership and strategic insight to each stage of business development.
Sunny holds a Master’s in MIS and a Bachelor’s in Marketing and Management, blending technical and strategic skills. He also served two terms as Vice President at Cerritos Chinese School, leading efforts in Operations, Computer Lab upgrades, and the Train-the-Teacher Program, helping modernize the school’s educational support.
Why Choose Us?
Holistic & Personalized Planning
We don't believe in one-size-fits-all. Our strength is crafting comprehensive financial plans uniquely tailored to your life, goals, and challenges, ensuring every financial element works together for your success.
Proactive Guidance & Forward-Thinking Strategies
The financial world is always changing. We provide proactive advice and forward-thinking strategies to help you anticipate shifts, seize opportunities, and confidently grow your wealth for the long term.
Dedicated Partnership & Trusted Expertise
You deserve a true partner. Our team offers deep industry expertise combined with a genuine commitment to your financial well-being, building long-term relationships based on trust and clear communication.
Local Understanding, Global Perspective
Based right here in Cerritos, California, we offer the personalized attention of a local advisor. This is paired with a broad, global perspective on markets, ensuring your plan is both community-aware and universally robust.
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