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
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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.