Maggie Huang
Steering individuals towards financial literacy & translating financial goals into attainable realities
- Role
- Financial Consultant at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Maggie Huang
As a child of Asian immigrants, as well as having been born & raised in Brooklyn, I know…
Experience
Financial Consultant
Jan 2020 — Present · New York, NY, US
Working with individuals, particularly children of immigrants, to holistically assess their current financial picture, and to lay the groundwork to realize their desired financial outcomes• Improving money management skills and financial stability by compartmentalizing timeframes and identifying individual needs, risk tolerance, and idiosyncrasies• Equipping clients with financial literacy and confidence in order to break down the intimidation around financial planning
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