Jane J. Huang CFP®, MBA
I hold my CFP® designation and provide financial planning services to WWA clients. I lead our workflow infrastructure and incorporate technology best practices to improve efficiencies for our clients and our firm.
I fully embrace technology, data and workflows and I have a passion to bring the most innovative and in-depth financial planning strategies into my analysis and recommendations for clients. I recognize the desire for clients to have their financial data at their fingertips and I am most excited about the use of data to project possible outcomes for a client. From this analysis, clients are empowered to assess, contemplate, stay vigilant and adjust savings as appropriate to attain their goals. The combination of advice and data using the latest technology gives our clients the ability to make educated financial decisions with confidence.
Prior to working at WWA, I owned a boutique franchise advisory practice with Ameriprise Financial where I honed my entrepreneurial, marketing and planning skills while providing comprehensive financial planning services to clients. At WWA, I apply my passion for technology, knowledge of workflows, and employment of data into our planning analysis for clients building their financial plans aligned with their goals.
In addition to holding my CFP designation, I earned a Bachelor's degree in Science and Master's Degree in Business Administration (MBA) from the University of Maryland.
In my spare time I enjoy travel, yoga, volunteering, and at times, idling - that means taking care of myself and my family.