Lay Huang, CFP®**, EA

Lead Advisor
  • Lay has more than six years of experience in the advisory services industry. He is passionate about helping families make sound financial choices. Lay’s areas of expertise include retirement planning, estate tax, and income tax strategies.

  • He frequently volunteers at Junior Achievement and Houston Food Bank.

  • He is a member of the Financial Planning Association in Houston and the Asia Society Houston.

  • Lay graduated from Bauer Business College at the University of Houston with a degree in accounting in 2014, and from the Certified Financial Planner Program at Rice University Glasscock School of Continuing Studies in 2011.