Joanna Zheng CFP® in

Joanna Zheng CFP®

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Financial Professional at Prudential Advisors
📍 Palo Alto, California, United States

Joanna is a Forbes-recognized Financial Planner and CFP® with Prudential Advisors. With a Masters degree from Fudan University, she specializes in creating comprehensive, tailored financial plans to help clients clarify and pursue their goals.

Drawing from her personal experience, Joanna is passionate about guiding others through complex financial decisions. She moved to the U.S. from China in her 40s and uses the challenges she overcame to better connect with and serve her clients.

Unique Fact: She was named one of Forbes Best-in-State Top Financial Security Professionals for 2025.

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Experience
29 Years
Current Role
Financial Professional
Location
Palo Alto, California, United States
Personality Overview

How Joanna 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 Joanna cares about

Holistic Financial Planning
Specializes in formulating detailed and robust financial plans that are tailored to the specific needs and goals of her clients and their advisors.
Immigrant Financial Journeys
Uses her personal experience of moving from China to the U.S. in her 40s to guide others through the financial challenges of starting over.
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Career

Work history

10-2019
Financial Professional
Prudential Advisors
10-2018 - 10-2019
AP
Farmers Insurance
3-2017 - 7-2018
Marketing Director
Shenzhen Elitmes Fund Management
10-2014 - 3-2017
Freelance Writer
Huazhang Books
3-2012 - 10-2014
Communication Director
Guotai Junan Securities Co., Ltd
In the press

Media appearances

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Education
2008 - 2011
Master's degree
Fudan University
1993 - 1997
Education details unavailable
Shanghai International Studies University
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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