HHL Wealth Advisors Inc.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Prime Number Capital, LLC. Outside of advising, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College and provides tax planning services through a related tax advisory business. HHL Wealth Advisors is a fee-only registered investment adviser serving individual clients and employer plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using asset allocation and Modern Portfolio Theory with a mix of passive and active funds, including ESG options upon request.

Congzhu Yang is a financial advisor at HHL Wealth Advisors Inc. in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining HHL Wealth Advisors, Yang worked at New York University and Zhejiang Gongshang University. Yang also serves as a financial associate at HHL Advisors Group, assisting with tax preparation for clients. HHL Wealth Advisors is a fee-only registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm serves a small client base, emphasizing individualized investment policies using asset allocation and Modern Portfolio Theory, and offers socially responsible options upon request.