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
- 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 PlanningAdditional 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