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Meet Fay

Fay (Zikun) Xu headshot

420 Lexington Ave, 15th Floor
New York, NY 10170

Cell: 347-401-3680
fay.x@openwinfinancial.com

Fay (Zikun) Xu, CFA

Financial Advisor

Fay Xu is a Financial Advisor with Eagle Strategies LLC, and an insurance agent with New York Life. Fay primarily works with young affluent professionals and families to provide customized financial plans with a holistic approach. Fay had 9 years of wealth management experience with one of the top investment institutions on Wall Street, including asset allocation, portfolio construction, hedge fund investing and quantitative strategy. 

Fay holds a M.S. in Business Intelligence & Data Analytics from Carnegie Mellon University, and a B.S. in Financial Engineering from Xi’an Jiaotong University. Fay has earned her Chartered Financial Analyst (CFA) designation.

Fay’s interests, besides professional, include golfing, wine tasting and playing violin and bass in a local band.

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Openwin Financial & Insurance Services Logo
20480 Pacifica Dr. Suite G
Cupertino, CA 95014

Call: 408-863-0306
Fax: 408-252-1005
States We Do Business In map
Disclosure

Chu Ling Hsiao is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B43293), CT, FL, GA, HI, IL, MA, MD, MI, MN, NJ, NM, NV, NY, OK, OR, PA, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chu Ling Hsiao is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Chu Ling Hsiao is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 20480 Pacifica Dr Ste G, Cupertino, CA, 95014, 408-863-0306. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, MA, MD, MI, MN, NJ, NV, NY, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Chu Ling Hsiao is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, MA, MD, MN, NJ, NV, NY, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Chu Ling Hsiao is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Danny Li is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0H34176), CO, FL, HI, KS, MA, MO, MT, NY, OH, OK, OR, PA, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Danny Li is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Danny Li is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4320 Hanwell Dr, Frisco, TX, 75034, 626-321-5504. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, HI, KS, NY, OH, OK, OR, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Danny Li is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, FL, HI, KS, NY, OH, OK, OR, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Lingfeng Lu is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M68520), MA, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Lingfeng Lu is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Lingfeng Lu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1110 N Loop 336 W Ste 410, Conroe, TX, 77301, 480-275-0757. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, MA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Lingfeng Lu is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, MA, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Siew Poh Tong is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4227108), NV, OR, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Siew Poh Tong is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Siew Poh Tong is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2633 Camino Ramon Bishop Ranch Suite 525, San Ramon, CA, 94583, 510-307-6668. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

Xin Wang is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0H41528), FL, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Xin Wang is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Xin Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 206-427-8860. In this regard, this communication is strictly intended for individuals residing in the states of CA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Xin Wang is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Zikun Xu is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4049074), CT, MA, MD, NJ, NY, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Zikun Xu is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Zikun Xu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 420 Lexington Ave Fl 15, New York, NY, 10170. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, LA, MA, MD, NJ, NY, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Zikun Xu is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, LA, MA, MD, NJ, NY, PA, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Wei Xue is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #2057846), IL, MA, MI, NY, RI, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Wei Xue is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Wei Xue is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-392-1718. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Wei Xue is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, MA, NY, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Wei Xue is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Dongzhe Jin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K43192), FL, GA, MA, MI, MS, NC, NJ, NV, NY, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but OpenWin Financial & Insurance Services, LLC may not be. For additional information on California licensure status, please click here.

Dongzhe Jin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NV, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Dongzhe Jin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NJ, NV, NY, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Dongzhe Jin is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

OpenWin Financial & Insurance Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither OpenWin Financial & Insurance Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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