About Us
Welcome to InnoSight Financial
Your Path to Financial Freedom
We’re committed to helping you achieve a fulfilling and stress-free retirement, while ensuring your wealth serves your life’s true goals
Meet Our Leadership
The People Who Power Innosight
Jun Huang
(Founder)
Jun, with a PhD from Rutgers, an MBA from Wharton, and a background as a Fortune 500 executive in product strategy, founded InnoSight Financial to empower clients to break free from the limitations of traditional financial tools. His innovative strategies empower clients to achieve true financial freedom and live life fully.
Yue Xiao
(Economist)
Yue Xiao, with a Ph.D. in Finance and a Ph.D. in Applied Mathematics, brings over a decade of experience as a Senior Economist at the Federal Reserve. She ensures your financial strategies are built for long-term success.
Our Story & Mission
Empowering Your Financial Journey Toward a Secure Future
Our Story
InnoSight Financial was created out of the belief that wealth should enrich lives, not limit them. We understand that traditional retirement accounts don’t always provide the freedom, flexibility, or security that people expect. Our mission is to help clients design financial strategies that not only protect their assets but also allow them to live purposeful, fulfilling lives.
Our Mission
At InnoSight, we believe financial planning should empower you to live freely—without the fear of outliving your savings, paying excessive taxes, or missing out on life’s important moments. Our goal is to create personalized plans that let you enjoy your wealth, while also leaving a meaningful, responsible legacy.
What Makes Us Different?
Discover the Innosight Difference
At InnoSight Financial, we go beyond numbers. We create tailored strategies that help you enjoy your wealth now and secure your future. With expertise in tax-efficient planning, protecting against market volatility, and ensuring your income lasts through retirement, we take a holistic approach. Whether you want to leave a responsible legacy or simply enjoy a stress-free retirement, we’re here to make it happen.
Our Core Values
Client-Centered Approach
We make every decision with your unique needs in mind, prioritizing what matters most to you.
Transparency
We believe in providing clear, straightforward advice without hidden agendas.
Flexibility
Our strategies adapt to your life’s changing circumstances.
Empowerment
We’re here to give you the tools and confidence to live the life you’ve worked hard for.
Lasting Legacy
We help you build a financial legacy that reflects your values and wisdom.
How We Work
A Client-Centered Approach to True Wealth
At InnoSight Financial, our philosophy is simple: financial planning should be about more than just numbers—it should be about living a life of freedom, purpose, and fulfillment. We don’t believe in cookie-cutter strategies. Instead, we create personalized plans that reflect your unique goals, values, and the legacy you want to leave behind.
Personalized Financial Strategies
We understand that no two clients are alike. That’s why we take the time to truly get to know you—your dreams, your financial situation, and the challenges you face. By building a deep understanding of your needs, we can craft strategies that support not just your retirement, but the life you want to live today.
Expertise Backed by Data-Driven Insights
With our founder’s extensive experience in product strategy and executive leadership, we bring a powerful blend of personalized service and deep insights. Whether it’s managing market volatility, ensuring tax efficiency, or protecting against unforeseen risks, we apply data-driven strategies to help secure your financial future.
Lifelong Partnership
We understand that no two clients are alike. That’s why we take the time to truly get to know you—your dreams, your financial situation, and the challenges you face. By building a deep understanding of your needs, we can craft strategies that support not just your retirement, but the life you want to live today.
Empowering You to Take Control
Our clients retain full control over their assets at every stage of the process. We provide the guidance, strategies, and expertise, but you are always empowered to make the final decisions. Our mission is to give you the clarity and confidence to make the best choices for your financial future, so you can live freely, both now and in retirement.
Why InnoSight Financial?
Comprehensive Financial Planning Tailored to You
We offer a full range of financial services designed to help you achieve your goals and live a secure, fulfilling retirement. Our holistic approach ensures that every aspect of your financial life is covered, giving you peace of mind.
True Wealth Focus
We align your financial strategies with what matters most—your dreams, values, and personal fulfillment.
Lifelong Partnership
We’re by your side, offering continuous support and guidance as your financial needs evolve.
Client Empowerment
You always have full control of your financial decisions, with our expert guidance to support you.