Li (Holly) Huo, CFP®, MBA, CLTC®
Login to view DISC.Li (Holly) Huo, CFP®, MBA, CLTC®, is a Financial Adviser at Eagle Strategies and a Partner at New York Life Insurance Company. She specializes in holistic financial planning, investment advisory services, and custom-tailored solutions for retirement, investment, and insurance needs.
Holly is dedicated to hiring and developing capable financial services professionals, focusing on attracting, hiring, and retaining outstanding talent. She is passionate about solving consumer issues related to annuities.
Holly is a Registered Representative of NYLIFE Securities LLC and a Licensed Agent with New York Life Insurance Company.
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Li has no verified education history
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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