Youxi Liu, CFP®, CPA/PFS
Accountant, Federmann Financial Advisors Inc.
Chapter: Long Island
A native of China, Youxi Liu is using the tools FPA offers members to help grow her business, which is focused on modern nomads—a new generation of professionals who transplant themselves across the world following their next career or life opportunity.
In 2019, I will be turning 30, the age of settling in your identity and establishing your profession. I feel that's very much true, so I want to make 2019 the year of me.
I came to the United States from Chengdu, China, more than six years ago to pursue my graduate school study. After graduating from the College of William & Mary with a master's degree in accounting, I started my career at a boutique RIA firm. During my time in the financial planning industry, I've become a caring, committed and competent personal financial adviser. I developed my business background early in my career at Big Four Accounting Firms (PricewaterhouseCoopers and Deloitte) and Fortune 500 companies (Danone and China Merchants Bank). With my CPA background, I also specialize in individual and fiduciary taxes.
After exploring and learning the different aspects of our profession along with accumulating my personal experience, I'm devoted to becoming a financial partner to the modern nomads: a new generation of professionals who transplant themselves to places across the world following their next career or life opportunity. In 2019, I want to focus on expanding and fully implementing my plan to work with this niche group.
I've been a member of FPA for more than three years, and I want to take advantage of the wonderful tools that FPA offers members to assist me with growing my business. My plan is to continue using social media to publish informational stories and to utilize FPA MediaSource to get exposure on different channels to send messages to my prospective clients. I'm also planning on attending the NexGen gathering in June to be with my peers and learn from them in different business aspects.
In 2019, I also want to be more involved with my professional organizations by not only staying as a member but also becoming a contributor to make the organizations a bit better. At our local chapter, I will be taking on the role of committee co-chair and organizing our 2019 symposium.
The annual symposium—our chapter's flagship event—has been successfully hosted in a similar format for several years. But after volunteering the past two years and learning from other chapters, I'm contemplating on making some changes to our 2019 symposium: inviting different types of speakers and sponsors, extending our invitations to local universities who have financial planning programs, etc. I am hoping to bring new ideas and valuable updates to our members and attracting more financial planners to join our community.
After attending the FPA Chapter Leaders Conference in November 2018, I'm also motivated and excited to participate in the OneFPA initiative and join the different task forces to facilitate our upcoming big change.
In Chinese, my name means help and hope. I hope that with my dream and effort, I can make 2019 the year of me by helping myself develop my financial planning business and helping FPA becoming OneFPA!