Jane J. Huang
As a Financial Advisor for Washington Wealth Advisors, Jane provides state-of-the-art financial planning services to WWA’s Annual Financial Planning clients. Jane, a Certified Financial Planner herself, has held various roles in the field to include serving as a subject matter expert for the Certified Financial Planner Board of Standards (CFP Board) by contributing to the development of examination questions for the CFP® Certification Examination.
It is this passion for knowledge that allows Jane to bring the most innovative and in depth Financial Planning strategies into her analysis and recommendations for WWA’s clients. Jane recognizes the desire for clients to have their financial data at their fingertips. She is excited to incorporate her advice with the latest technology that provides clients with such data. Jane believes this combination of advice and data will give WWA’s clients the ability to make educated financial decisions with confidence.
In addition to her Financial Planning responsibilities, Jane leads WWA’s workflow infrastructure, incorporating technology to promote efficiencies for both clients and the firm.
Jane has over 15 years of experience in the financial planning and investment management industry, to include most recently owning a boutique franchise advisory practice with Ameriprise Financial. Although Jane started in the financial field in the 90’s, it was at Ameriprise in 2002 that she started her career as a financial advisor, providing comprehensive financial planning services to individuals and families. At Ameriprise Financial, Jane analyzed clients’ financial situations and saw the impact a tailored financial plan can have on a client’s life, allowing them to achieve their dreams and goals. It was also at Ameriprise that she realized her thirst for knowledge and set forth to seek out a firm that allows her to use that knowledge to impact the lives of clients on a daily basis.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jane holds a Bachelor's degree in Science and Master's Degree in Business Administration (MBA) from the University of Maryland. She enjoys travel, yoga and volunteering.