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Practitioners

AAPI Financial advisors

Wealth, planning, and investment advisors.

AAPI Financial advisors directory

In summary, AAPIList features the top-rated AAPI financial advisors nationwide — every listing is a real, publicly verified person.

  • 115 AAPI financial advisors listed nationwide, 115 independently verified.
  • Common focus areas: Financial Planning, Wealth Management, Investment Management, Retirement Planning.
  • Every profile links to a public source — AAPIList never invents people, sites, or contact details.
Adeeb Chowdhury✓ VERIFIED
Adeeb Chowdhury
Financial Planner · S.E.E.D. Planning Group
📍 Binghamton, NY
Visibility Score67/100
Aditi Kapadia✓ VERIFIED
Aditi Kapadia
Founder & Financial Planner · Wealth IQ
📍 Chicago, IL
Visibility Score75/100
Ajay Kaisth✓ VERIFIED
Ajay Kaisth
CFP, CRPC · KAI Advisors
📍 Princeton Junction, NJ
Visibility Score67/100
Ajay Vadukul✓ VERIFIED
Ajay Vadukul
CFP, EA · Endeavor Advisors
📍 Torrance, CA
Visibility Score67/100
Allen Gibson✓ VERIFIED
Allen Gibson
CFP, ChFC, CRPC · Gibson Wealth Advisors LLC
📍 Allen, TX
Visibility Score33/100
Amir Noor✓ VERIFIED
Amir Noor
CFP, EA · N Financial Plans
📍 Huntington, NY
Visibility Score67/100
Amol Desai✓ VERIFIED
Amol Desai
Founder & Financial Advisor · Perceptive Wealth Advisors
📍 Houston, TX
Visibility Score75/100
Andrew Chan✓ VERIFIED
Andrew Chan
CFP, CIMA · Locker Financial Services
📍 Verona, NJ
Visibility Score59/100
Andy Liang✓ VERIFIED
Andy Liang
CFP · Sylo Planning
📍 Brooklyn, NY
Visibility Score67/100
Anh Tran✓ VERIFIED
Anh Tran
Managing Partner · SageMint Wealth
📍 CA
Visibility Score59/100
Avani Ramnani✓ VERIFIED
Avani Ramnani
CFP, CDFA, CPWA · Francis Financial
📍 New York, NY
Visibility Score67/100
Brian D. Nguyen✓ VERIFIED
Brian D. Nguyen
Private Wealth Advisor · Twin Peaks Wealth Advisors
📍 San Jose, CA
Visibility Score75/100
Charles Luong✓ VERIFIED
Charles Luong
Financial Advisor · Endeavor Advisors
📍 Phoenix, AZ
Visibility Score75/100
Daniel Masuda Lehrman✓ VERIFIED
Daniel Masuda Lehrman
Founder & Fee-Only Financial Advisor · Masuda Lehrman Wealth
📍 Honolulu, HI
Visibility Score83/100
Huyen Nguyen✓ VERIFIED
Huyen Nguyen
Financial Planner and Owner, CFP · Inclusive Wealth Financial Planning LLC
📍 PA
Visibility Score91/100
AG✓ VERIFIED
Amy Goan
CFP, MBA · Prism Financial Planning, LLC
📍 Issaquah, WA
Visibility Score67/100
AT✓ VERIFIED
Anh Thu Tran
CFP, MBA · Women's Wealth
📍 Tacoma, WA
Visibility Score75/100
BT✓ VERIFIED
Bill Tung
Head of Wealth Management · East West Bank
📍 CA
Visibility Score33/100
BT✓ VERIFIED
Brooke Trinh
PhD, CFP · trueNorth Wealth Advisors
📍 Seattle, WA
Visibility Score67/100
CY✓ VERIFIED
Caroline Young
CFP · Cultivating Wealth
📍 Brooklyn, NY
Visibility Score67/100
CZ✓ VERIFIED
Charles Zhang
Founder & CEO, CFP · Zhang Financial
📍 Portage, MI
Visibility Score67/100
CQ✓ VERIFIED
Christopher Quinley
Co-founder, CFP, CIMA, MS · Liang & Quinley Wealth Management
📍 Irvine, CA
Visibility Score75/100
DJ✓ VERIFIED
Danna Jacobs
CFP, ADPA, MBA · Lavish Financial Planning
📍 Jersey City, NJ
Visibility Score59/100
DL✓ VERIFIED
David Li
Managing Director · J.P. Morgan Wealth Management
📍 Boston, MA
Visibility Score33/100
DS✓ VERIFIED
Denise Sarkor
CEPA, CAP · Sarkor Financial Advisors
📍 Montclair, NJ
Visibility Score59/100
DP✓ VERIFIED
Deva Panambur
CFA, CFP, EA · Sarsi, LLC
📍 New York, NY
Visibility Score75/100
DC✓ VERIFIED
Didi Chen
CFP, CFA · Everleap Financial Planning
📍 Seattle, WA
Visibility Score59/100
DJ✓ VERIFIED
Dustin Javier
Owner, CFP · Dean Johnson Advisory, LLC
📍 Downers Grove, IL
Visibility Score67/100
EC✓ VERIFIED
Earl Carr
Chief Global Strategist · Pivotal Advisors
Visibility Score67/100
EP✓ VERIFIED
Ekta Patel
CFP, MBA · Altfest Personal Wealth Management
📍 New York, NY
Visibility Score25/100
ES✓ VERIFIED
Elijah Souza
Investment Advisor Representative · Gerber Kawasaki
📍 Santa Monica, CA
Visibility Score75/100
FC✓ VERIFIED
Faith Counio
CFP, MBA · Chrysadia Financial
📍 Newark, CA
Visibility Score25/100
FX✓ VERIFIED
Feifei Xing
CFA, CFP, FRM · Altfest Personal Wealth Management
📍 New York, NY
Visibility Score67/100
GN✓ VERIFIED
Girish Navare
CFA · Eagle Harbor Advisors
📍 Boca Raton, FL
Visibility Score33/100
GY✓ VERIFIED
Grace Yung
Managing Director, CFP · Midtown Financial
Visibility Score67/100
HS✓ VERIFIED
Hazel Secco
Founder & Financial Advisor · Align Financial Solutions LLC
Visibility Score75/100
HN✓ VERIFIED
Helen Ngo
CFP®, Founder & CEO · Capital Benchmark Partners, LLC
📍 Atlanta, GA
Visibility Score67/100
IG✓ VERIFIED
Irene Giman
CFA, CFP, MBA · RTD Financial
📍 Cherry Hill, NJ
Visibility Score67/100
JL✓ VERIFIED
James Lee
Founder, CFP; 2023 FPA President · Lee Investment Management
Visibility Score67/100
JZ✓ VERIFIED
Janet Z. Wan
CFP, CPFA · Sierra Pacific Private Wealth
📍 Pleasanton, CA
Visibility Score75/100
JT✓ VERIFIED
Jared Tanimoto
Financial Advisor · Savvy Wealth (Sedai Wealth Partners)
📍 Irvine, CA
Visibility Score75/100
JC✓ VERIFIED
Jason Co
Founder & CFP · CoPlanning Financial
📍 Overland Park, KS
Visibility Score75/100
JL✓ VERIFIED
Jay Lee
CFA, CFP · Ballaster Financial
📍 Jersey City, NJ
Visibility Score67/100
JT✓ VERIFIED
Jeff Tomaneng
CFP
Visibility Score56/100
JK✓ VERIFIED
Jennifer Kang
Founder & CFP · JWK Financial
📍 New York, NY
Visibility Score75/100
JK✓ VERIFIED
Jennifer Kim
Principal Managing Partner, MS, CFP, CMFC, ChFC, CLU · Signature Estate & Investment Advisors (SEIA)
📍 Los Angeles, CA
Visibility Score75/100
JL✓ VERIFIED
Jimmy Lee
CEO · The Wealth Consulting Group
Visibility Score67/100
JE✓ VERIFIED
John Eing
Chief Strategy Officer & Partner, MBA CPA CFP · Quantum Financial Advisors
Visibility Score75/100
JZ✓ VERIFIED
Joyce Zhang
Financial Advisor · Seasons of Advice Wealth Management
📍 New York, NY
Visibility Score75/100
JC✓ VERIFIED
Julie Chan-O'Rourke
CFP, MBA · EP Wealth Advisors
📍 Redwood City, CA
Visibility Score59/100
KM✓ VERIFIED
Kapil Mathur
Managing Director, Financial Advisor & Branch Manager · The Math Group at Morgan Stanley
📍 Sugar Land, TX
Visibility Score67/100
KG✓ VERIFIED
Kaysian Gordon
MBA, CFP, CPA, CKA · Kaysi Gordon Financial Planning
📍 Valley Stream, NY
Visibility Score67/100
KL✓ VERIFIED
Kevin Lum
Founder, CFP · Foundry Financial
📍 Los Angeles, CA
Visibility Score67/100
KY✓ VERIFIED
Khu Yang
State Farm Agent / Owner · Khu Yang State Farm Agency
📍 Sacramento, CA
Visibility Score67/100
LD✓ VERIFIED
Lei Deng
Founder & Financial Planner · Savor Financial
📍 Clayton, MO
Visibility Score33/100
LY✓ VERIFIED
Lloyd Yamada
CFP · Aspire Planning Associates
📍 Cupertino, CA
Visibility Score67/100
LC✓ VERIFIED
Lynn Chen-Zhang
CFP · Zhang Financial
📍 Portage, MI
Visibility Score59/100
MD✓ VERIFIED
Manish Dave
SVP, Business Development · Ameriprise
Visibility Score41/100
MK✓ VERIFIED
Manish Khatta
President · Potomac Fund Management
Visibility Score59/100
MC✓ VERIFIED
Marguerita Cheng
CEO, CFP · Blue Ocean Global Wealth
Visibility Score75/100
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