Jia helps individuals and families turn their retirement vision into a clear, actionable plan. He enjoys having meaningful conversations with clients about their retirement and financial goals and helping them turn those goals into reality. He’s driven to help people live a fulfilling retirement, where they can enjoy the things and people that matter most to them.
Jia earned his bachelor’s degree in economics from the University at Albany in 2017. He holds the Chartered Retirement Plans Specialist (CRPS®) designation, has passed his Series 65, 63 and 7 securities exams and holds his health, life and annuity insurance licenses. Before joining McAdam, he served as a lead financial advisor and retirement consultant, guiding many families through complex income and tax decisions to reach their goals.
A Brooklyn, New York, native, Jia now calls Warwick, Rhode Island, home. He adores his two nieces and fosters a dog named Powder. Outside the office, you’ll find him volunteering with rescue dogs and exploring the outdoors across New England.
Want to learn more about how Jia can help you build a strong financial future? Schedule a complimentary conversation with him today by calling 888-227-7162.