I didn’t come to this work from finance. I came to it from two moments I couldn’t shake.
The first: I watched my PhD advisor lose half his retirement in 2008. His hair turned white. His posture collapsed. Nobody had prepared him for it, and nobody was there to talk him through it.
The second: I came home from a business trip, and my daughter ran into my arms and told me all about her day. I didn’t recognize a single name she mentioned. I was a Fortune 500 VP building products generating half a billion in revenue, and I was missing the thing I was working for.
So I left, and I built InnoSight. The work is “Where Research Meets Retirement.” I mean it.
What I bring to your plan
- A scientist’s training (PhD, Rutgers). Evidence over opinion, and a habit of digging until the real problem shows itself.
- The planning credential (CFP). The technical standard for doing financial planning right.
- A coaching certification (Columbia). The research is clear that the biggest threat to your retirement is often your own behavior in a bad year. I’m trained for that, not winging it.
- A business operator’s lens (Wharton MBA, plus a decade of building and running research and development organizations).
- English and Mandarin, which lets me serve families most advisors can’t.
See where you actually stand.
Thirty minutes with Jun. One question, no products, no pitch.