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Rick Hu

Rick Hu B.S., CLTC®, RICP®

CEO and Founder

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Rick Hu is the founder & CEO 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 by its 5th year of operation.
*Based on an examination of all district network offices’ annual productions.

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.


  • Financial Planning
  • Wealth Management Planning
  • Cash Flow Planning
  • Investment Strategies
  • Life Insurance Planning
  • Disability Income Planning
  • Long Term Care Planning
  • Education Planning & Funding
  • Estate Planning
  • Retirement Planning
  • Retirement Income Planning
  • Intergenerational Planning
  • Private Client Services
  • Charitable Gifting Strategies
  • Employee & Key Executive Benefits Planning
  • Qualified Plan Design Assistance & Benchmarking
  • Qualified Plan Fiduciary & Employee Education
  • Business Continuation Planning
  • Business Risk Management
  • Business Valuation Planning
  • Business Succession Planning


  • Forbes Top Financial Security Professional 2021-2023
  • Forbes Best-in-State Top Financial Security Professional 2021-2023
  • Master Achievement (2012-2013, 2015-2016, 2018-2023)
  • Top 50 Premium (2012-2023)
  • Top 50 Lives (2011-2023)
  • Top 50 New Clients (2010-2023)
  • 200 Lives (2012-2023)

  • Life Impact (2011-2023)
  • MDRT Court of the Table (2018-2023)
  • MDRT Top of the Table (2020-2023)
  • DNO Growth (2011-2017)
  • OARS Award (2011-2017)
  • FORUM (2012-2013, 2015-2016, 2018-2023)
  • #1 Lives Eastern Region (2018-2020, 2022, 2023)
  • Top 10 Insurance Premium for Eastern Region (2023)
  • Top 5 – 5 Star Pathfinder for Eastern Region (2023)

Forbes Top Financial Security Professionals list (2023,2022,2021). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Forbes Top Best-in-State Financial Security Professionals list (2023,2022,2021). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


  • National Coach for Fortune 100 Company Advisors
  • Mass General Brigham (Harvard Medical School)
  • NYU Langone Hospital
  • CUNY Baruch NYU School of Dentistry
  • Northwell Health Staten Island University Hospital
  • Fung Bros YouTube Channel
  • National Chinese Radio AM 1480
  • NYC Chinese New Year Parade
  • Hoopis Performance Network
  • Chime TV – Owning a Piece of America
  • Hoopis Performance Network
  • Leo Lu: After Hour Project Podcast
  • Dr. Lanna NYC Business & Cadaver Bootcamp
  • Richardson Financial Podcast
  • The Hackett Group
  • SARE Ladies Podcast
  • Chinese American Real Estate Association (CAREA)

  • Columbia University
  • Syracuse University
  • Pace University
  • New York University
  • Syracuse University
  • SUNY Buffalo
  • Zen Coast University
  • Aircall
  • Talk with Kiet Podcast
  • US China Press
  • World Journal
  • AHN Uplifted Conference
  • MDRT Annual Meeting
  • Multicultural Affinity Summit



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

Long-Term Care (CLTC) designation


The Certification in Long-Term Care (CLTC®) designation was created in 1999. The area of long-term care is primarily focused on the tools of providing care over a prolonged period of time. A professional with a CLTC® designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences. The CLTC® designation has been recognized and supported by The American College, NAIFA and major insurance carriers.

Certified Long Term Care - CLTC®: A Designation For Long-Term Success (