Jiyao Xu, CFP®, CFA X and Y Advisors, Inc.

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About Jiyao Xu, CFP®, CFA

I am a fee-only financial planner and co-founder of X and Y Advisors, Inc. To make high-quality financial planning services available and affordable to young Chinese professionals living in the United States, I established X and Y Advisors, Inc.

After one year of experience with KPMG China, I realized that corporate finance is not my interest. In 2012, I came to Los Angeles, California to join my beloved wife, Vivianna, and study Personal Financial Planning. While taking different courses at UCLA, I managed to pass the CFP® exam and all three levels of CFA programs, go through the real estate broker education program and then work for a local wealth management firm for several years. With what I have gone through, I understand the needs and concern of the young professionals living here.

From my professional experience serving high-net-worth individuals, I realize that there are so many financial planning strategies that could be applied and may even create relatively more value to young professionals. Therefore, I decided to establish X and Y Advisors, Inc. and share my knowledge to help more people and families.

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Ideal Clients

  • Cross-border Planning
  • Gen Y/Millennials
  • Mandarin Speakers
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $1,000+ Upfront plus $150+/month
  • Flat Fee: $500+/ project
  • AUM: .5%

 

SEC Records

States Registered

  • California

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