Yingying Xu, AAMS™, CRPC™

As a financial advisor, Yingying understands what is important to her clients, and develops a personalized investment strategy that is tailored to each client’s needs. Her role is like a financial GPS—she partners with clients to guide them which direction to go and what route to take in order to achieve financial goals. Her role is also a financial coach, who can help clients react to market conditions and plan for the future.

Yingying’s prior work experience includes wealth management in a large investment firm, and business consultation in multinational companies. Her diverse background and considerable experience have provided her with a unique perspective for choosing investments for clients in this diverse global market. Having been through market headwinds and tailwinds and seen both bulls and bears, she can make sensible investment recommendations to guide her clients through different market cycles to help achieve long-term financial goals, such as preparing for retirement, education savings, family protection and estate planning.

Yingying holds two master’s degrees from Johns Hopkins University and SUNY-Albany, and a bachelor’s degree from Peking University. She also holds AAMS™ and CRPC™ professional designations. Yingying has many hobbies. She enjoys going to her two sons’ schools to teach basic finance, and she recently completed her first marathon in Athens, Greece.