Heather Xiong CFP®
A family wealth advisor who empowers your financial wellness.
With an Internationally recognized designation, I specialize in life insurance protection, investments, and financing.
life insurance is a fixed-income grade product in your family's asset portfolio. We work together to keep it growing.
Life insurance is a long term investment. It also establishes a long term relationship between us.Persistence,Integrity Matters
Heather helped me analyze and compare products between different companies and She carefully explained the pros and cons of each policy and make sure I fully understand how it fits my need.
She is professional and honest. Thanks for helping.
Cash value life insurance may be considered an important asset in your portfolio because of its ability to build cash value or be converted into cash.
The life insurance account can protect your principal against losses in the market. Life insurance policies are widely invested by wealthy families as a tax-free retirement vehicle and wealth accumulation instrument.
I was looking for retirement saving plans besides my 401k. I spent lots of time searching and learning online and I was relieved to find Heather. She is super knowledgeable in life insurance and nice.It is a great experience to work with heather and have my policy account set up.I recommend her.
As a 1.5 generation Asian American immigrant, family is an essential component in every decision I make. After graduating from UC Berkeley, I came back to Los Angeles to stay close to my mom. She was shopping around for life insurance protection and life insurance investments at the time and introduced me to the industry to help her to manager the policies. I am an introvert and never had any "sales" job experiences before, even my mom did not think I will find a career path in this industry.
6 years later I am a Certified Financial Planner™️ professional specializing in life insurance industry and I co-founded an independent agency specializing in life insurance products, planning, financing, and derivatives. We established the leading education portal to support families to learn about insurance policies and portfolios. I started to share my own experiences on how to plan and properly invest in life insurance in 2017. We believe protecting your family is important, financial education can be empowering, and life insurance professionals don't have to be aggressive and pushy :)
Heather Xiong CFP®️ (CA Lic#0L92496), Certified financial planner, Certified global high net worth client life insurance planner, life insurance columnist and advisor, Co Founder of thelifetank.com and HummingLife, and a hotpot lover.
Line / Wechat / Telegram ：heatherxlife
Click to Make an Appointment (Zoom)
Address：1968 S. Coast Hwy #1700, Laguna Beach CA 92651
