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


This Office

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