Alice Huang

Associate Planner

Alice Huang graduated from the University of Georgia’s CFP® Board accredited program in 2015 where she earned a Bachelor of Science degree in Financial Planning and a minor in Chinese Language and Literature. Alice is conversationally fluent in Cantonese. She holds the NASD Series 65 license.

Alice joined the firm in 2015. Her primary responsibility is to provide support to the lead advisors of the firm. She values client interactions and truly enjoys helping people reach their goals. Alice believes in taking a holistic approach to financial planning. She regards the financial planning process as more than reaching a monetary summit, but rather an on-going process to achieve fulfillment in life.

Alice grew up in southwest Michigan and attended college in Athens, Georgia. She currently resides in Reston. She enjoys traveling the world, spending time with family and friends, and cheering on the Georgia Bulldogs. Go Dawgs. Sic’ Em.