Jiyao  Xu,  CFP<sup>&reg;</sup> - Financial Advisor

Jiyao Xu, CFP®

CFA

President and Co-Founder

X and Y Advisors, Inc.

840 Apollo Street, Suite 100
El Segundo, CA 90245
FINANCIAL ADVISOR'S WEBSITE
(323) 942-9881 CONNECT WITH Jiyao
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General

Jiyao Xu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at X and Y Advisors, Inc. in El Segundo, CA and the surrounding communities.

Financial Advisor Overview

Jiyao Xu, a fee-only certified financial planner, founded X and Y Advisors, Inc. to make high-quality financial planning services available and affordable to young professionals living in the United States. 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 his own firm and share his knowledge to help more people and families.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Cross-border Planning, Business Taxes, Investment Management, Getting Married, Insurance, Life Planning, Personal Taxes

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Helpful Financial Planning Resources