Financial Planner for Families & Business Owners
Caixuan Xu is a CPA and CFA with more than 15 years of corporate finance experience, from Accounting Manager to CFO. She transitioned from corporate finance to financial planning with a passion for helping families and business owners build and protect their financial futures.
Her practice focuses on three key areas:
- Retirement Planning
- Tax Planning
- Risk Management
With her background in accounting, investments, and corporate finance, Caixuan brings a practical and comprehensive approach to helping clients make informed financial decisions.
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