Andy Liang
Financial Planner | Building Tax-Efficient Wealth for Millennials & Real Estate Investors
- Role
- Founder & Principal Financial Planner at Sylo Planning
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Andy Liang
Hi! I am Andy, founder of Sylo Planning. With over a decade in wealth management, I launched this independent, fee-only firm because I believe everyone deserves unbiased financial guidance from a trusted partner. As a fiduciary, my commitment is solely to you.I specialize in serving working professionals, real estate investors, the Asian American community, and the FIRE community navigate their unique financial journeys. Whether you need help with tax planning, managing investments, evaluating real estate opportunities, planning for retirement, or making the most of charitable giving, I\'m here to provide education and clarity. At Sylo Planning, we foster open communication in a judgment-free zone. You\'ll never be sold a product or earn me a commission – just receive advice tailored to your specific goals.Want to explore how personalized, fiduciary advice can help you achieve your goals? Book a no-obligation consultation today:
Experience
Founder & Principal Financial Planner
Mar 2024 — Present
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance/Investment, Law & Policy
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