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Finance is our expertise. 
​Professional service is our passion. 

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Unicorn Financial Academy

About Unicorn-Fin

Founded in 2019, Unicorn Financial Academy is a locally-based one-stop personal finance service provider. Our services include but not limited to investment management, retirement planning, tax planning, risk management, and succession, etc. Over the years, we have had 1000+ individuals and corporate clients relying on our financial strength and expertise across our line of business.

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Why Unicorn-Fin

In human resources, a unicorn is someone who surpasses expectations and is always willing to go the extra mile. We are committed to empowering financial professionals with a comprehensive range of asset classes, functions, financial certifications, and vital skills required to succeed in the financial sector.

Unicorn Financial Academy
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Words From Our Clients

ELIZABETH GEORGE
KPMG PROFESSOR OF MANAGEMENT STUDIES
CAMBRIDGE JUDGE BUSINESS SCHOOL

Jenny has been my financial advisor since 2007. Over the years, she has met with me and my husband to understand our financial goals, our appetite for risk, and our preferences for the types of industries or regions in which we want to invest. She is a very detail oriented person, and always does as she promises. She is patient in answering our questions and dealing with our tax issues. I would recommend her highly.

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Jenny Meyers Wong

FOUNDER & CHIEF INVESTMENT OFFICER

Ms. Jenny Meyers Wong, the founder of Unicorn Financial Academy, the branch manager of an international wealth and asset management company, and a personal finance columnist of shemom.com, has more than 15 years of family wealth management experience and expertise in wealth management and global asset allocation.


She has won several professional qualifications and international awards. She is also a Court of Table (COT) qualifying and life member of the Million Dollar Round Table.

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