Josie Jiang, CPA, CFP®, Appointed Diversity & Inclusion Director with FPA of the Triangle
ncarol.com/10238540

RALEIGH, N.C. - ncarol.com -- A new passion has emerged for Xiaoping "Josie" Jiang, one with a personal meaning. Josie was recently appointed as the Diversity & Inclusion Director with the Financial Planning Association (FPA) of the Triangle. In this role, her goal is to advocate for and promote diversity, equality and inclusion in the financial planning industry and the community it serves.

What inspired Josie to set such a lofty goal? It starts with her background. Josie is originally from Zhejiang, a birthplace of ancient Chinese civilization along the southeast coastal province in China. She relocated to the United States to pursue higher education on an international student visa. She earned her Bachelor of Science degree in Accounting with the Highest Distinction from Purdue University and went on to attain her Master's degree in Accounting, with a specialty in taxation, from the University of Georgia.  Josie earned her CPA designation in 2008.

More on ncarol.com

• Now Presenting Flights of Fancy
• Card makers turn to Pink and Main for tools to support their craft
• Revenue Optics Completes Full Commercial Buildout. A Nine-Month-Old Firm Built on 25 Years of Distribution Expertise. Five Clients From $200M to $3B
• EduCare Inc. Bridges Critical Gap in Breast Cancer Education with Spanish COPE Library Launch
• Engineering leaders from industry, academia to gather at IISE Annual Conference & Expo in Arlington, Texas

Josie joined the LifeTime Asset & Tax Management team in January 2022. Already holding her Certified Financial Planner™ registration, earned in December 2021, and now working for a dual wealth management and tax services firm, Josie's interest in the financial planning side of the business quickly grew. She most recently earned the Chartered Financial Consultant^® credential.

LifeTime Asset & Tax Management supports individual and professional growth with its team members. In May 2023, Josie graduated from Athena of the Triangle's Emerging Leaders program. During this 8-month interactive workshop, she learned about the Eight Principals of Enlightened Leadership. Josie and other women explored the qualities of a leader and how to incorporate these eight principals into both their careers and personal lives.

This program was a transformative experience for Josie. It empowered her to embrace her true self and take bold actions to drive change, advocating for a more inclusive culture. This was the driving force behind her becoming the Diversity & Inclusion Director with FPA of the Triangle.

More on ncarol.com

• AI-Driven Neurotechnology Expansion as FDA Path Clears and New Defense Initiative Emerges for NRx Pharmaceuticals (N A S D A Q: NRXP)
• BestDoc Launches AI Call Center for Healthcare
• Acuvance Appoints Sandeep Sabharwal to Board of Directors, Strengthening Leadership to Support Continued Platform Growth
• Grange Insurance Association to Rebrand as Granwest Insurance on July 1, 2026
• Dr. Rosendo Icochea, MD Recognized for Contributions to Surgical Education and Medical Research

"Having experienced the challenges and barriers that immigrants often face when navigating the financial system in a new country, I deeply understand the importance of representation and inclusivity in the financial planning profession." said Xiaoping "Josie" Jiang, Tax Manager with LifeTime Asset & Tax Management.  "Being the only Asian and new immigrant at the Financial Planning Association (FPA) meeting in May 2023 highlighted the need for greater diversity within the profession. After careful consideration and meaningful discussions with a few FPA board members, I decided to take on the Diversity and Inclusion Director role."

Learn more about https://lifetimeasset.com/