Lay Huang, CFP®, EA

Lead Advisor

Lay began his career at Stavis & Cohen Financial and now has more than six years of experience in the advisory services industry. He is extremely passionate about helping families make sound financial choices. Lay’s areas of expertise include income tax strategies, retirement planning and estate tax planning.

He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 7 and 66 Licenses. Mr. Huang graduated from Bauer Business College at the University of Houston with a degree in accounting in 2014, and completed Rice University's CERTIFIED FINANCIAL PLANNER™ Program in 2011. Lay also is a certified Enrolled Agent (EA). 

Originally from China, Lay now resides in Houston, TX. He is a member of the Financial Planning Association in Houston and the Asia Society Houston. In his spare time he frequently volunteers at Junior Achievement and Houston Food Bank.