Yingying Xu

About Yingying Xu

We all have been doing some type of investment throughout our lives-investing our time, money and energy for a brighter future of ourselves, our families or our communities. Investment makes small things big and good things better, but it is not easy. It requires knowledge, patience and guidance. That is why when it comes to financial investing, it helps to have a financial advisor to partner with you. My role is like a financial GPS -I am a guide who is always available to you and can tell you which direction to go, what route to take; I am a coach who can help you react to market conditions and plan for the future as well. To do so, I first understand what is important to you, and use a proven process to develop a personalized investment strategy that is tailored only to you. I closely monitor the market and how it can affect your portfolio and take proactive actions to help you reach your financial goals. I spent my earlier life in China and came to the US for graduate school. My work experience includes financial management and business consultation roles in multinational companies. My diverse background including an internship in the UN Headquarters has provided me with a unique perspective choosing investments for my clients in this diverse global market. Having been through market headwinds and tailwinds and seen both bulls and bears, I can make sensible investment recommendations to guide you through different market cycles to help you achieve your long-term financial goals, such as preparing for retirement, education savings, family protection and estate planning. I embrace the opportunity to partner together to help keep you on track with your financial goals. Please don’t hesitate to contact me, your local financial advisor with a global perspective!Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth, Arthur J. Gallagher & Co, GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Experience

1. Senior Financial Advisor

   Gallagher

   Jan 2023 — Present · Houston, TX, US

Education

• University at Albany

  Master of Science - MS

• Peking University

  Bachelor of Arts - BA

• The Johns Hopkins University

  Master of Arts - MA

  2004 — 2006

Skills

• Business Analysis
• Translation
• Presentations
• Strategy
• Executive Administrative Assistance
• Project Management
• Training
• Program Management
• Company Secretarial Work
• Corporate Events
• Communication
• Business Development
• Strategic Planning
• Budgeting
• Ms Project
• Government
• Nonprofits
• Financial Management Experience
• Cross-Functional Team Leadership
• Data Analysis
• Management
• Qualitative Research
• Proposal Writing
• Business Operations
• Analysis
• Project Planning
• Intercultural Communication