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Xinhong L
CFP®, Series 66
Champaign, IL
Financial Planning, Asset Management
Xinhong Liu is a CFP® professional with nine years of industry experience, currently practicing at an independent financial planning and asset management firm in Champaign, IL. Prior to founding the firm, Liu worked at Cozad Asset Management, Inc. and M Holdings Securities, Inc. from 2016 to 2019. Liu also serves as Treasurer of the Chinese American Association of Central Illinois. The firm provides financial planning and investment management services tailored to individual clients and trusts, along with retirement plan consultation for small businesses. Portfolios are customized based on client circumstances and risk tolerance, emphasizing long-term, diversified allocation with quarterly and annual reviews.
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