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Boni Jiang, MBA, CFP

Senior Financial Advisor
Vice President - Investment Officer

Phone Number

(719) 259-3918

Toll Free

(866) 281-7436

Boni Jiang joined Wells Fargo Advisors team in February 2022. He is a CERTIFIED FINANCIAL PLANNER® professional. Boni had extensive international business and consulting experiences in China before moving back to Colorado in 2020 when he became a financial advisor with Thrivent Financial. He holds a bachelor’s degree in biology from Lanzhou University (China), a Master’s degree in International Development from Clark University, and a Master's degree in Business Administration from University of the People. Boni is bilingual in English and Chinese.

Boni’s professional experience ranges from environmental protection to educational initiatives with various counterparts including private sectors, governments, and education entities across ten countries. He understands each individual or family may have different financial journeys due to different backgrounds. Boni listens and applies the most appropriate tools to pursue clients’ financial goals. 

Boni serves as a board member for Colorado Springs Chinese Cultural Institute (CSCCI) and volunteers at St. Francis of Assisi Church. He enjoys helping clients use money as a tool to achieve their goals while seeking the meaning of life in this complex and uncertain world. He looks forward to working together with clients to help grow both wealth and wisdom and make life more fulfilling. 

Boni is based in Colorado Springs with his wife and two sons.

CA Insurance Lic.# 4085877, Resident State CO

Certificates

MBA, CFP

Languages

  • Chinese
  • English
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