Hao Feng in

Hao Feng

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Founder/ Partner at Pivot Wealth Financial Partners
📍 Orlando, Florida, United States

Hao Feng is a Wealth Management Advisor and a Founder/Partner at Pivot Wealth Financial Partners. He specializes in serving first and second-generation Asian-American business owners and medical professionals. A University of Florida finance graduate, he has been recognized by Northwestern Mutual as a top financial advisor, receiving the elite FORUM honor.

As a first-generation immigrant from Beijing who arrived in the U.S. at 19, Hao is dedicated to educating and serving the Chinese American community. He is passionate about helping clients navigate the cultural and financial complexities of their new country. He met his wife, Connie, at the University of Florida.

A negative personal encounter with a financial advisor, who questioned his motives, inspired him to enter the industry and provide a more personal, understanding service for his community.

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Experience
10 Years
Current Role
Founder/ Partner
Job Level
Leadership
Location
Orlando, Florida, United States
Personality Overview

How Hao shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Hao cares about

Immigrant Financial Planning
He focuses on helping 1st and 2nd generation Asian-American business owners and medical professionals achieve financial security, drawing from his personal immigrant experience.
Market Volatility
He has shared content indicating that market volatility is the new norm and that investment strategies need to be recalibrated for the current economic environment.
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Career

Work history

5-2016
Founder/ Partner
Pivot Wealth Financial Partners
4-2016
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor of Science (B.S.)
University of Florida - Warrington College of Business
Bachelor of Science
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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