Jiayi Xu (CFP®, MBA)

Jiayi Xu focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Investment Planning, Investment Management, Comprehensive Financial Planning, Retirement Planning, Stock Compensation Planning, Family Planning

Additional Information

Kristy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who is experienced in helping working professionals, tech employees, and small business owners achieve their financial goals through financial planning and investment management.

NAPFA Start Date

October 19, 2023

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This Office

1460 Springbrook Rd Walnut Creek, CA 94597 Phone: (347) 924-5136