Jiyao Xu
CFP®, CFA
X and Y Advisors, Inc.
Financial Planner
Jiyao Xu
CFP®, CFA
X and Y Advisors, Inc.
Financial Planner
To Make Fee-Only Financial Planning Services Available And Affordable To Young Chinese Professionals In The United States, We Established X and Y Advisors, Inc. - Jiyao Xu, CFP®, CFA
Fee-Only Financial Planner located in Greater Los Angeles Area, CA and serving clients across the country via virtual meeting.
Meet Jiyao Xu
Jiyao Xu is a fee-only financial planner. He established X and Y Advisors, Inc. to make high-quality financial planning services available and affordable to young Chinese professionals living in the United States.
After one year of experience with KPMG China, Jiyao realized that corporate finance is not his interest. In 2012, he came to Los Angeles to join his beloved wife, Vivianna, and study Personal Financial Planning. While taking different courses at UCLA, Jiyao managed to pass the CFP® exam and all three levels of CFA programs. He also went through the real estate broker education program and then worked for a local wealth management firm for several years. With what he has gone through, he understands the needs and concern of the young professionals living in the U.S.
From his professional experience serving high-net-worth individuals, Jiyao realizes that there are so many financial planning strategies that could be applied and may even create relatively more value to young professionals. Therefore, he decided to establish X and Y Advisors, Inc. and share his knowledge to help more people and families.
Jiyao Xu is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jiyao Xu is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jiyao Xu
Office Locations:
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840 Apollo Street
Suite 100
El Segundo, CA 90245
