Summer Xia
Financial Planner M.S.
NorStar Financial of Plano, LLC
Principal
Summer Xia
Financial Planner M.S.
NorStar Financial of Plano, LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Summer Xia, Financial Planner M.S.
Fee-Only financial planner located in Plano, TX, specializing in asset protection and risk management strategies for professionals, executives, business owners and retirees.
Meet Summer Xia
Summer Xia is a Plano, TX fee-only financial planner and investment advisor. NorStar Financial of Plano, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Summer Xia is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Summer Xia 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.
Contact Summer Xia
Office Locations:
-
5700 Tennyson Parkway
Suite 300
Plano, TX 75024 -
5700 Tennyson Parkway
Suite 300
Plano, TX 75024
