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Follow on Google News | Josie Jiang, CPA, CFP®, Appointed Diversity & Inclusion Director with FPA of the TriangleThe financial industry is not known for it's diversity, typically male dominated with little variation in race. Xiaoping "Josie" Jiang's goal is to advocate for and promote diversity and inclusion in the financial planning industry and community.
By: LifeTime Asset & Tax Management What inspired Josie to set such a lofty goal? It starts with her background. Josie is originally from Zhejiang, a birthplace of ancient Chinese civilization along the southeast coastal province in China. She relocated to the United States to pursue higher education on an international student visa. She earned her Bachelor of Science degree in Accounting with the Highest Distinction from Purdue University and went on to attain her Master's degree in Accounting, with a specialty in taxation, from the University of Georgia. Josie earned her CPA designation in 2008. 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. She most recently earned the Chartered Financial Consultant® credential. LifeTime Asset & Tax Management supports individual and professional growth with its team members. In May 2023, Josie graduated from Athena of the Triangle's Emerging Leaders program. During this 8-month interactive workshop, she learned about the Eight Principals of Enlightened Leadership. Josie and other women explored the qualities of a leader and how to incorporate these eight principals into both their careers and personal lives. This program was a transformative experience for Josie. It 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. "Having experienced the challenges and barriers that immigrants often face when navigating the financial system in a new country, I deeply understand the importance of representation and inclusivity in the financial planning profession." Learn more about https://lifetimeasset.com/ End
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