Jiayi Xu, CFP^®

1460 Springbrook Rd
Walnut Creek, CA 94597-3921

FINANCIAL ADVISOR'S WEBSITE

https://www.globalwealthharbor.com/

CONNECT WITH Jiayi

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Website

General

Jiayi Xu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

Kristy Jiayi Xu is the founder of Global Wealth Harbor, a Fee-Only Registered Investment Advisor in San Francisco Bay area. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®). Global Wealth Harbor offers investment management and financial planning services to clients in both the wealth accumulation and wealth preservation stages.

Financial Advisor Experience

Kristy Jiayi Xu, MBA, CFP® is originally from China (and is a native mandarin speaker) and came to the U.S. at age 16 entered a boarding school in Pennsylvania. She received her bachelor degree from New York University, Stern School of Business and worked at Raymond James and The Stanich Group analyzing securities and developing investment portfolios for clients. She then came to realize that she wanted to meet the clients whom she built the investment portfolios for and directly help them with their investments and financial plans. So, Kristy pursued an MBA degree at Carnegie Mellon University, Tepper School of Business, where she met her husband who was pursuing a PhD in Physics in the same university and they moved to the bay area after graduation. Kristy got to know many tech professionals from Carnegie Mellon University and they came to her asking questions about their investments. This is when she made up her mind to start her own company to help those who are great at their profession but need some help with their personal finance. Kristy is passionate about utilizing her expertise to help her clients achieve their financial goals. She also enjoys sharing her financial planning knowledge, so you will see her sharing thoughts on New York Times, Bloomberg, Yahoo Finance, Investor Business Daily, Wealth Management, etc. She writes blog posts on financial planning subjects in her spare time.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Corporate Finance, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Sudden Wealth, Women's Finances