About

Meet Your Team

Bryan Huhn, CFP®

Founder | Financial Advisor

Alex Hsiao, MBA

Strategic Partner and Portfolio Manager

Greg Lai, CFA®

Strategic Partner and Portfolio Manager

Fiduciary Duty

  • Registered Investment Adviser

    As a registered investment adviser, Reflective Wealth is held to the “fiduciary standard,” under the Investment Advisers Act of 1940. Therefore, we are legally required to put your interests ahead of ours, at all times.

  • Certified Financial Planner™

    Your personal financial advisor has an additional layer of fiduciary duty: the CFP® Board’s Code of Ethics and Standards of Conduct.

  • Custodial Arrangement

    Reflective Wealth uses a qualified third-party custodian to manage client assets, avoiding the significant conflict of interest when your advisory firm has custody of your money.

    All client assets are held at Fidelity and Altruist.