Assistant Professor
Education
- Ph.D. Personal Financial Planning; University of Missouri-Columbia
- M.A. Economics; University of Missouri-Columbia
- B.A. Economics; Zhejiang Gongshang University
Courses Taught
- FIN 53324 – Fundamentals of Business Finance
- FIN 53327 – Intermediate Financial Management
- FIN 53419 – Alternative Investments and Portfolio Management
- FIN 53421 – Selected Cases in Finance
- FIN 53621 – Financial Management (MBA)
- FIN 53625 – Investments (MBA
Academic Interests
- Investment Management
- Retirement Planning
- Household Financial Well-Being
Scholarly Activity
Journal Articles:
- Wu, W., & Yao, R. (2026). Defined Contribution Retirement Plan: Comparing Savings Behaviors Between Automatic Enrollment and Voluntary Enrollment. Journal of Financial Counseling and Planning. https://10.1891/JFCP-2025-0147
- Wu, W., & Yao, R. (2026). Chronic diseases and economic outcomes: Gendered analyses among older pre-retiree couples. Journal of Financial Counseling and Planning. http://dx.doi.org/10.1891/JFCP-2024-0047
- Yao, R., & Wu, W. (2021). Mental disorders associated with covid-19 related unemployment. Applied Research in Quality of Life. 17(2), 949-970. https://doi.org/10.1007/s11482-021-09950-6
- Yao, R., Wu, W., & Mendenhall, C. (2020). Use of advisors and retirement plan performance. Journal of Financial Counseling and Planning, 31(2), 342-356. http://dx.doi.org/10.1891/JFCP-18-00087
Conference Presentations:
- Wu, W., & Cheng, K. (2026). Who uses AI in financial planning? Evidence from survey data, American Council on Consumer Interests Annual Conference, Long Beach CA, April 2026.
- Cheng, K., & Wu, W. (2025). Benchmarking few-shot methods for rare target classification in planetscope imagery, Applied Imagery Pattern Recognition Workshop, Washington, D.C., October 2025
- Wu, W., & Yao, R. (2025). The unequal burden of health on household wealth: Gender differences in chronic illness effects, American Council on Consumer Interests Annual Conference, Pittsburgh PA, April 2025
- Wu, W., & Yao, R. (2020). The effect of bequest motive on investment portfolio allocation among older adults. American Council on Consumer Interests Annual Conference, Washington DC, May 2020.
- Wu, W., & Yao, R. (2019). Can financial advice serve as a substitute for financial literacy in equity investing? American Council on Consumer Interests Annual Conference, Washington, D.C., May 2019.
- Wu, W. (2019). Are blacks and whites different in stock ownership?, Academic Research Colloquium for Financial Planning and Related Disciplines, Washington DC, February 2019
- Wu, W. (2018). Racial differences in stock ownership, American Council on Consumer Interests Annual Conference, Clearwater, FL, May 2018.
Student Group Advisement
- Finance and Investing Club
Other Professional Experiences
- Certified Financial Planner (CFP)
