Mr. Xi has extensive experience in investment management and known by his best-in-class service to client. He believes relationship development is at the core of a financial advisors journey with his clients.

As a senior vice president, Mr.Xi is responsible for leading the Asian American advisor team to achieve their goals and training for relationship building. Mr. Xi also served as a financial advisor covering approaches in asset management, retirement planning and risk management strategy.

Mr. Xi is a MBA graduate (Finance Concentration) with FINRA Series 7 and Series 63 Licenses.