Bernadette Huang (CFA, CFP®)
Bernadette Huang focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Bernadette designs holistic, personalized wealth management strategies that bring every aspect of your financial life together into a cohesive plan, aligning with your goals, simplifying decisions, and supporting purposeful choices at every stage of your financial life.
Her planning specialties include Goal Planning, Cash Flow, Savings & Debt Management, Retirement Planning, Investment Management, Tax Strategy, Estate Planning, Risk Management & Insurance, Education Savings, Charitable Giving and Balance Sheet Management.
Additional Information
With over 30 years of experience in finance, Bernadette Huang brings deep financial expertise shaped by her work in institutional asset management and personal wealth advisory. She founded White Allium Wealth Advisors to focus on helping individuals and families make thoughtful financial decisions with confidence and reassurance.
As a wife and mother, she understands the balance of career, family, and long-term goals, bringing empathy to her work with women and busy professionals. A CERTIFIED FINANCIAL PLANNER® professional and holder of the Chartered Financial Analyst® designation, Bernadette is committed to excellence and integrity.
Deeply involved in the New Haven community Bernadette calls home, she serves on the Board of Directors at the Neighborhood Music School and volunteers with various local nonprofit organizations. Outside of work, Bernadette loves spending time with her family, exploring the outdoors, engaging in the arts, discovering new cultures, and traveling. She also makes time to catch up with friends and hit the golf course whenever she can.
NAPFA Start Date
January 29, 2026
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.