Angela Jiang
Wealth Planning Associate at Truepoint Wealth Counsel
Based in Cincinnati, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
104
Contact information
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a•••••••@truepointwealth.com
Phone
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Background
About Angela Jiang
As a part of the Truepoint Financial Planning team, I work closely with wealth advisors and financial planners to deliver an outstanding client experience. In my day-to-day, I handle meeting coordination, note-taking, and client follow-ups. My other responsibilities include client data management, creating financial deliverables and preparing financial planning analyses including retirement projections, insurance evaluations, and education funding analysis. Outside of work, I enjoy traveling, horseback riding, and cooking.
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