2024 AFS Summer Program #5: Personal Wealth Management

The Asian Financial Society is honored to host a seminar on Personal Wealth Management on August 22th, 5:30pm-8:30pm at 535 Fifth Avenue.

AFS Summer Program #5 Session

Topic: Personal Wealth Management

Date: August 22, 2024

Time: 5:30pm - 8:30pm EDT (dinner included)

Registration: 5:30pm - 6:30; Seminar: 6:30 - 7:30pm; Networking 7:30-8:30pm

Address: 535 Fifth Avenue, 13th floor, New York, NY 10017 (Entrance on West 44th street)

Sponsor: Forest Hills Financial Group's HQ

Format: Seminar

Fred will be moderator and briefly introduce the Asian American market and cross boarder opportunities; Amy will be the key speaker focusing on client-centric approach and philosophy to financial advisory/wealth management.

Moderator: Fred Huang, MBA, CLF

Managing Director at Forest Hills Financial Group's HQ

Fred Huang is a Managing Director and Wealth Advisor at Forest Hills Financial Group (FHFG) with more than 20 years of experience in the financial services industry. Fred incorporates his professional financial knowledge and abilities to teach, coach, mentor and lead with his love for his community and culture. He takes pride in his ability to connect and motivate, and is passionate about team building, developing and mentoring an innovative team of professionals to grow and expand a diverse clientele in metro NY Asian American communities and across the U.S.

Fred began his teaching career as a university lecturer of English in China where he received B.A. in English & Economics from University of International Business & Economics, Beijing. On a government scholarship, he passed selection exam to study at National University of Singapore with a Diploma/MA in Education in 1986. After a few years of teaching and later segueing to work in a prominent state-owned investment company in Beijing, Fred decided to come to the U.S., and pursued his M.B.A in Marketing & Finance from University of Pittsburgh. The unique multi-disciplinary, educational and cultural experiences have nurtured his understanding, care and empathy with whoever needs his help and support personally and professionally. Prior to joining Forest Hills Financial Group, Fred was in both advisor and leadership roles responsible for team building and sales growth at several Fortune 100 companies, earning prestigious honors and performance recognitions during his tenures. In 2013 he achieved a Chartered Leadership Fellow (CLF) designation from The American College. Now at FHFG with a holistic platform, world-class resources, proprietary LBS planning tool and family-oriented culture, Fred strives to grow and lead a boutique team of high caliber financial professionals dedicated to serving the evolving needs of business owner, professionals, and High Net-Worth (HNW) Asian American and cross-border clients.

Fred’s rich industry experience and strong sense of community keep him actively involved. He is a National Board Member of the Asian American Insurance & Financial Professional Association (AAIFPA) and President of the AAIFPA Northeast Chapter. He is a Board Member and Vice President of the Sino-American Commerce Association of New York, and a Member of the Chinese Community Church of New York, which supports new immigrants, students, and families as they establish new lives in the U.S. Fred is also a Member of USPAACC, the most established and largest non-profit organization representing Pan Asian American and their related groups in business, sciences, the arts, sports, education, public and community services. In 2022, Fred was named the top 50 Asian American Leaders by New York’s prestigious business magazine Crain’s. Currently Fred is attending an Executive Education Program at the Columbia Business School (CBS), focusing on Strategic Wealth Management and Family Enterprises Wealth.

In his spare time Fred enjoys running, hiking, photography, music, traveling and cooking!

Key Speaker: Amy Salo, CFP, CAP, CEXP

Managing Partner, Forest Hills Financial Group

I've always believed that knowledge isn't just power—it's empowerment. Unfortunately, my career in financial services has revealed a glaring truth: many aren't getting the advice they deserve, and those who do aren't getting the full picture.

My mission is to transform advisory into an industry that’s genuinely consumer-centric, champions diversity, and collaboratively seeks improved outcomes to propel economic mobility in our communities. It’s a mission we can only achieve by working together to alter the way people perceive our profession.

Together with my partners, I'm proud to spearhead Forest Hills Financial Group (FHFG), where we foster a culture that magnetizes, nurtures, and retains a dedicated team of advisors. Our mission? Ensure the next generation prospers more than the last. At FHFG, we're not just about numbers—though 30,000 clients and about 100 career agents are a testament to our reach—but about instilling a business-owner mindset. This approach, fortified by a fierce focus on customer-driven and innovative planning techniques, positions our advisors among the nation’s best and contributes to an advisor retention rate well above average.

In addition to my role at FHFG, I have the distinct honor of serving as a director on the Finseca board (Financial Security for All), as chair of the Government Affairs Committee, the Standard of Conduct Committee, and as past chair of the Retirement and Holistic Planning working group. I am also a member of the Leadership Development and Training committees with Guardian’s Field Advisory Board. In all these roles, I wholeheartedly advocate for diversity and proper financial education within all communities.