Jeanna Lui
Chair | Office of David Rockefeller
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Jeanna is a certified financial planner and a licensed tax practitioner. She speaks three languages (English, Spanish and Chinese/Cantonese). She is a member of the Institute for Certified Financial Planners, a member of the National Alliance of Tax Preparer and a member of the Financial Planning Association. Jeanna earned her MBA in Finance and Accounting from NYU.