Headshot of Jeanna Lui

Jeanna Lui

Chair | Office of David Rockefeller

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.