About Xiaojin (Jean) Huang, CPA
I’m Xiaojin (Jean) Huang, CPA, founder of Premier Legacy Planning.
I help individuals, families, and business owners make thoughtful financial decisions that lead to greater clarity, long-term security, and meaningful impact. Too often, financial decisions are reactive—made after the fact, without a clear strategy. I believe real planning should be proactive. It should guide decisions before year-end, before major investments, and before life transitions.
My work focuses on helping clients build strong financial foundations and long-term strategies in the areas of tax planning, retirement planning, estate and legacy strategy, and wealth preservation. The goal is not just to make financial decisions for today, but to create a clear, coordinated strategy for the future—one that supports your life, your family, and your legacy.
In addition to working with clients, I am also the author of Personal Finance for Teens and Young Adults: The Essential Life Skills of Making Money, Budgeting, Saving, and Investing to Build Wealth and Reach Your Dreams. This book was created to help the next generation develop strong financial habits early, covering everything from budgeting and saving to investing and building long-term wealth. It reflects my broader mission: making financial knowledge more accessible, practical, and empowering for individuals and families.
I also believe strongly in financial education. Through seminars, workshops, and educational content, I aim to simplify complex financial topics and turn them into clear, actionable steps that people can confidently follow.
Good financial planning is not just about numbers—it’s about clarity, confidence, and making informed decisions at the right time. When planning is done well, it can reduce stress, protect what you’ve built, and create opportunities for the future.
Plan with clarity. Build with purpose. Leave a legacy.