Senior Advisor

Jonathan Liang, CFP®

Jonathan completed a Master’s Degree in International Business in 1996 at Indiana University. He worked globally in corporate finance with UnitedHealthcare, AIG and Allianz, before converting his career from corporate to personal finance. He was awarded his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2004. Jonathan is a member of the Financial Planning Association.

Jonathan lives in St. Paul, MN with his wife and two children. He enjoys traveling, reading and helping his kids with homework. He is also active in the non-profit field, serving in a variety of roles at organizations, including Anurag Society, ICCM Life Center, and the local Northern Star Boy Scout Council, as an Eagle Scout and on various committees.

My father came to America from China to attend college in the late 1950s. His alma mater was in the South, where he was technically a ‘colored person.’ The Civil Rights Movement was in full swing and segregationists were fighting tooth and nail for their old way of life. It was against this backdrop that he married a white, Southern woman. My dad never really talked about that time of his life. I can only imagine what it must have been like for him in those days. I was never able to talk to my mom about it. She died in a car accident the summer before I entered the second grade.