Hsin-Cheng Kuo
Wealth Management Advisor|MBA, CFP®
Professional
A CERTIFIED FINANCIAL PLANNER™ professional, Hsin-Cheng leads a well-rounded practice that focuses on wealth management and holistic financial planning. Prior to joining Northwestern Mutual, Hsin-Cheng enjoyed a successful career in corporate finance, culminating her role as Senior Manager of Financial Planning and Analysis at one of the Fortune 500 companies in Chicago, Illinois.
Here are my areas of expertise
Financial Planning
Wealth Management
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Estate Planning
Personal
Born and raised in Taiwan, Hsin-Cheng moved to the United States in 2003 for her degree in Master of Business Administration. She spent the next decade working and living in Florida, Illinois, and California. She relocated to Portland, Oregon in 2014 after falling in love with the beautiful nature in the Pacific Northwest. In her spare time, Hsin-Cheng practices yoga religiously, explores nature with her partner, and works on her bucket list of traveling to every single country.
Lending a hand in my community.
Passionate at giving back, Hsin-Cheng holds regular seminars on financial planning basics with the community. She volunteers with several local non-profits, including Metropolitan Youth Symphony (MYS) and Lions VisionGift (LVG). She is also a 2020 New Leaders Council alum.
Metropolitan Youth Symphony
Metropolitan Youth Symphony educates, develops and promotes young musicians.
Lions VisionGift
Lions VisionGift is a non-profit organization founded in 1975 by Lions Clubs of Oregon (MD-36), which recognized the need for an eye bank to provide ocular tissue for transplants, research and medical education. Since its inception, over 60,000 people have received the gift of sight from tissue procured and screened by Lions VisionGift, which works closely with transplant surgeons. Additionally, ocular tissues have been utilized for valuable research projects and surgical training.
Hsin-Cheng teaching cash flow basics in a seminar for small business owners.
