Team Member Spotlight: Xiaoping “Josie” Jiang, CPA, CFP®, ChFC®

LifeTime Asset & Tax Management is proud to have Josie Jiang, Tax Manager as part of the LifeTime team. A new passion has emerged for Xiaoping “Josie” Jiang, one with a personal meaning. Josie was recently appointed as the Diversity & Inclusion Director with the Financial Planning Association (FPA) of the Triangle, a relatively newly created position within this local chapter. In this role, her goal is to advocate for and promote diversity, equality and inclusion in the financial planning industry and the community it serves.

Josie joined the LifeTime Asset & Tax Management team in January 2022. Already holding her CERTIFIED FINANCIAL PLANNER™ registration, earned in December 2021, and now working for a dual wealth management and tax services firm, Josie’s interest in the financial planning side of the business quickly grew.

Josie enrolled in Athena of the Triangle’s Emerging Leaders program and graduated in May 2023. During this 8-month interactive workshop, she learned about the Eight Principals of Enlightened Leadership. This program empowered her to embrace her true self and take bold actions to drive change, advocating for a more inclusive culture. This was the driving force behind her becoming the Diversity & Inclusion Director with FPA of the Triangle. We look forward to seeing all that Josie will accomplish in this role in the coming months and years.

Read the complete press release about Josie’s journey to becoming an advocate for diversity and inclusion in the financial planning industry. It is a great story and read!