About Andrew Huynh, CFP®, CLU®

I bring a human touch to financial services—combining empathy, creativity, and a strong operational mindset to deliver thoughtful, high-quality solutions. My approach is rooted in real-life experiences: growing up working in my family’s Chinese restaurant, studying classical music at the New England Conservatory, and collaborating with award-winning teams in financial services.

These early lessons taught me to treat every project with pride and care, as if it were my own business. That sense of ownership drives everything I do—from building more inclusive financial content to optimizing client service and operations.

Along the way, I’ve earned the Chartered Life Underwriter® (CLU®) designation and am proud to now be a CERTIFIED FINANCIAL PLANNER® professional.

When I’m not working, I’m usually at CrossFit, discovering new cuisines, drawing, running, traveling, or catching live music.

Achievements

  • CERTIFIED FINANCIAL PLANNER® - Awarded April 2025

  • Workplace Solutions Quarterly Recognition Award - Q4 2024

  • Chartered Life Underwriter® - Awarded April 2024

Testimonials