Amanda

Yiming (Amanda) Luo, CFA, CPA, CFP®


Yiming specializes in private wealth investment and taxation. She joined the firm in 2013.

She graduated with a Master of Science Degree in Accountancy from Simon Graduate School of Business, University of Rochester and received her undergraduate from Guangdong University of Foreign Studies with a Bachelor of Science in Finance.

Yiming is a member the New Jersey Society of CPAs and an active CFA® Charterholder. Yiming is also fluent in Mandarin and Cantonese.

Yiming Luo, CFA


Contact Us

(732) 564-9404