About Andrew Huynh, CFP®, ChFC®, CLU®

I bring a human touch to financial planning, combining empathy, listening, and goal setting to deliver thoughtful, high-quality solutions. My approach is rooted in real-life experiences with money, from growing up working in my family’s Chinese restaurant, to funding a professional music career at the New England Conservatory, to leading award-winning financial services teams.

These lessons taught me to treat everything I do with pride and care, leading me to start my own business. That sense of ownership drives everything I do, from making financial literacy more inclusive to helping underserved individuals protect the ones they love and plan for the future they deserve.

Along the way, I’ve become a CERTIFIED FINANCIAL PLANNER® practitioner and earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant (ChFC®) designations to further develop my knowledge and skills in financial planning.

I enjoy my free time staying active, discovering new cuisines, drawing, dancing, traveling, or catching live music.

Achievements

• Richard B. Wagner Memorial Scholarship Recipient - November 2025

• Chartered Financial Consultant - April 2025

• CERTIFIED FINANCIAL PLANNER® - April 2025

• Workplace Solutions Quarterly Recognition Award - Q4 2024

• Chartered Life Underwriter® - April 2024