Your wealth and legacy Preserve it for generations to come

Xi Qiao

Managing Director - Wealth Management






555 California Street
34th + 46th Floor
San Francisco, CA 94104

The global economy has made it clear that strong opportunities can be found all over the world. The advice I provide reflects my experience and understanding of the risks and rewards of participation in the international marketplace. I also have access to our global infrastructure and platforms that enable me to efficiently execute the firm's best ideas for you. Talk to me about how I can help you access our global resources.

Xi Qiao has been recognized as an industry leader.

  • Wall Street Top 40 Advisors Under 40, 2020  
  • Barron’s Top 100 Women Financial Advisors, 2020
  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
  • Forbes America’s Top Women Advisors, 2020, 2021
  • Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018, 2019
  • Working Mother Magazine Top Wealth Advisor Moms, 2018, 2019, 2020
  • UBS Top 35 Under 35, 2017, 2018, 2019
  • Financial Planning Top 40 Financial Advisors Under 40, 2021


Building an investment plan

Building an investment plan

Using debt to achieve wealth planning

Using debt for wealth planning