Crpc Jian Liu Email & Phone Number | I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners, and entrepreneurs. My goal is to bring a personal touch to building client relationships. I focus on listening to clients' needs and objectives to guide them through the planning process. I will act in the best interests of my clients in order to help grow their assets through Goals-Based Wealth Management process. I currently hold the Series 7, Series 66 FINRA Registrations and Chartered Retirement Planning Counselor. When I am not in office I enjoy swimming, cooking, and recently competitively coffee making. Feel free to reach out with any questions regarding business, hobbies or just to say hi. *CRPC and Chartered Retirement Planning Counselor? are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.

Crpc Jian Liu

I bring a distinct background and offers a unique experience that appreciates the interests of immig...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Crpc Jian Liu’s Email jian.liu@citigroup.com

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Crpc Jian Liu’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Crpc Jian Liu’s Current Industry Citi

Crpc Jian Liu’s Prior Industry Merrill Lynch Wealth Management | Eimc

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Work Experience

Citi

Wealth Relationship Manager

2023-02-01 00:00:00 - Present

Merrill Lynch Wealth Management

Financial Advisor

2017-10-01 00:00:00 - 2019-04-01 00:00:00

Eimc

Consultant

2012-10-01 00:00:00 - 2017-10-01 00:00:00

Skills

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Languages

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FAQ About Crpc Jian Liu

Crpc Jian Liu is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Crpc Jian Liu is a I bring a distinct background and offers a unique experience that appreciates the interests of immigrants, business owners, and entrepreneurs. My goal is to bring a personal touch to building client relationships. I focus on listening to clients' needs and objectives to guide them through the planning process. I will act in the best interests of my clients in order to help grow their assets through Goals-Based Wealth Management process. I currently hold the Series 7, Series 66 FINRA Registrations and Chartered Retirement Planning Counselor. When I am not in office I enjoy swimming, cooking, and recently competitively coffee making. Feel free to reach out with any questions regarding business, hobbies or just to say hi. *CRPC and Chartered Retirement Planning Counselor? are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.