Hao Feng
Financial Advisor @Northwestern Mutual
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Northwestern Mutual
Orlando, FL, US
When I began searching for a life insurance plan as a young, first-generation Asian American, I met with a financial advisor to explore my options. However, that encounter was anything but a good experience. The advisor made no effort to get to know me personally and even questioned my motives. This inspired me build a career as a financial advisor with a focus on delivering a relationship-based financial planning experience for individuals, families and business owners like me. Today, my team and I collectively bring more than 40 years of experience to the table; this allows us to handle every financial situation. We specialize in creating a holistic financial plan taking into consideration tax efficiency, asset performance and diversification. Each of my team members brings dedicated specialties in investment operations, financial planning and insurance services. Our recommendations are based on a Personal Planning Analysis that serves as a road map for our clients. We use this analysis to guide an in-depth conversation and planning process that is tailored specifically to each of our client’s needs. We do not just work with our clients for today. We partner with our clients for their future.Feel free to contact us at (40••••••60, email me h•••••••@nm.com, or visit our website: Mutual’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. My team and I live out these values in all of our conversations with potential and current clients.
EDUCATION
University of Florida
Bachelor of Science, Finance
University of Florida - Warrington College of Business
Bachelor of Science (B.S.), Finance
ABOUT HAO FENG
As a first-generation immigrant from Beijing, I understand the unique challenges Chinese Americans face and have dedicated my career to educating and serving this growing community. I form deep connections and act as a true partner helping successful, hard-working Chinese business owners and medical professionals plan for their futures and achieve financial peace of mind. I first came to the United States when I was 19 years old. I earned my degree in finance from the University of Florida, where he met my wife, Connie, and began working towards a career in financial planning. At the time, I was searching for a life insurance plan. I met with a financial advisor but did not have a good experience. The advisor made no effort to get to know me and even questioned my motives. This left me thinking, “I can be a better advisor than this.” From there, I set out to do just that. I joined Northwestern Mutual in 2015 where I quickly built a thriving, national practice helping clients from coast to coast. After only my third year in business, I was recognized by Northwestern Mutual as one of the top financial advisors in the country and have continued to earn this prestigious accolade every year since.Outside the office, I invest considerable time to help increase financial literacy within my community through my work with organizations like the Greater Orlando Chinese Professionals Association. My wife and I have two young sons, Caleb and Charlie. We enjoy traveling and visiting Disney every opportunity we get.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.