Saier Jiang, CFP®

Saier Jiang, CFP® has extensive experience in financial services. Saier began their career in 2009 as a Registered Representative with Investor's Capital Corp, where they raised over $2MM in assets under management and maintained new and existing client portfolios. Jiang then joined J.P. Morgan in 2012 as an Investment Specialist, advising HNW clients on holistic asset allocation and portfolio construction and validating their investment objectives. Saier continued this work at J.P. Morgan Asset Management in 2015, managing client relationships with a net worth of $20MM+ and contributing to over $6MM in new assets under management. In 2018, Jiang joined PeerStreet as a Director of Business Development and Director of Lender Activation, helping democratize access to real estate debt investments. Saier joined Facet Wealth in 2020 as a Senior Client Success Manager, providing full financial life management to mass affluent households and financial services professionals. Jiang most recently worked at Altruist as a Sales Representative from 2021-2023 and will be joining Vanilla as a Core Sales team member in 2023.

Saier Jiang, CFP®, obtained a Bachelor's degree in Finance from St. John's University in 2010. In 2020, they pursued financial planning education at the College for Financial Planning. They also obtained multiple certifications, including Certified Financial Planner (CFP) from CFP Board in December 2021, Series 66 from FINRA in July 2021, Series 65 from FINRA in May 2020, Series 63 from Financial Industry Regulatory Authority (FINRA) in September 2010, and Series 7 from Financial Industry Regulatory Authority (FINRA) in September 2010.