Rick Hu
Professional Background
Rick Hu is the founder & President of Midas Wealth. He helps clients with all aspects of their investment and personal financial planning matters while also directing the firm’s financial strategies for client portfolios. Prior to founding Midas Wealth, Rick was the Managing Director of Northwestern Mutual’s Chinatown office, which he built at just 25 years old. Under his leadership, the office generated increased growth every year, eventually becoming the number one district office in its category by its 5 th year of operation. Rick’s initial focus of advocating for financial literacy in his local communities has since broadened to a diverse base of clientele. He is the recipient of many awards and distinctions for his sustained vision, outstanding leadership, and client commitment. He is a frequent speaker both at home and internationally where he teaches clients and other financial professionals about financial planning. In addition, he has been featured in publications such as Forbes, Winston Benefits, Yahoo Finance, and Newsday. Aside from work, Rick enjoys spending time with friends and family, traveling and being a huge foodie. He currently resides in the suburbs of New Jersey with his wife – Hana, son – Midas and twin daughters – Mila and Sophia.
Career Highlights
Forbes’s Top 10 NY Financial Securities Professional (2021)
Forbes’s Top 30 US Financial Securities Professional (2021)
Master Achievement (2012-2013, 2015-2016, 2018-2021)
Top 50 Premium* (2012-2021)
Top 50 Lives* (2011-2021)
Top 50 New Clients (2010-2021)
200 Lives* (2012-2021)
Life Impact* (2011-2021)
Million Dollar Round Table (2010-2021)
MDRT Court of the Table (2018-2021)
MDRT Top of the Table (2020, 2021)
DNO Growth* (2011-2017)
OARS Award* (2011-2017)
FORUM* (2012-2013, 2015-2016, 2018-2021)
#1 Lives Eastern Region (2018, 2019, 2020)
Quoted Articles
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy. The program, developed by more than 45 of the nation’s top financial retirement advisors, provides RICP® credential holders with best practices in areas including:
- Social Security claiming
- Evaluating and addressing risks faced in retirement financial planning
- Choosing distributions from employer sponsored retirement financial plans
- Medicare and other health insurance choices
- Planning for long-term care needs
- Choosing appropriate housing
- Retirement income tax and legacy planning
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
Retirement Income Certified Professional® • Rick Hu • The American College of Financial Services