Haixia Hong

Haixia joined Sequoia Financial Strategies in 2025 and brings more than a decade of investment and financial-planning experience. She supports Alan Curley, CFP®, on financial plan preparation, client reporting and documentation, CRM and planning-system maintenance, investment research, and client meeting coordination. Before joining SFS, she was a Senior Investment Analyst at Peapack-Gladstone Private Wealth Management and at CAPTRUST, where she worked on asset allocation, investment research, performance reporting, and portfolio rebalancing for high-net-worth and institutional clients. She has also held financial reporting roles at Prudential and MetLife.

Haixia holds the Chartered Financial Analyst® designation and a Master’s in Finance/Accounting from Rider University. She is fluent in Chinese and English. Outside the office, she enjoys traveling with her family, cooking, cheering on her children at their sports games, and spending time with her lovely goldendoodle.