Xin Luo, CMT, CFAFinancial Advisor
Having successfully achieving the Chartered Financial Analyst® (CFA) designation, Xin Luo’s investment knowledge and professional expertise enables him to create customized personal financial plans for people and to give them peace of mind knowing they can achieve their financial goals.
Xin understands the confusion that people have about finance. He focuses on educating people about the strategies and programs available to them, helping them navigate through the complex financial maze.
His advice is based on the sound principles of investment, insurance and health care. The ongoing service and education he provides ensures that he will always meet client's needs in light of ever changing personal and economic circumstances. Xin is devoted to provide you with truly unbiased and customized professional advice.
As a proud father of three children, Xin understands the demands of today's family and the importance of developing a balanced life as well as a workable financial plan.
Xin graduated from the Tsinghua University in China.
Areas of focus
Tax Saving Strategies
Term & Permanent Insurance Strategies
Critical Illness, Disability & Long-Term Care Insurance Programs
In his leisure time, Xin enjoys many activities including basketball, badminton, table tennis, biking, hiking, and traveling.
Insurance products available through Xin Luo.