Belinda’s Approach
Belinda Tsui
CFP®, AIF®
Financial Advisor / Member Owner
Overview
Belinda Tsui is a financial advisor focused on comprehensive wealth management and investment planning for high-net-worth individuals and families in Savant’s New York offices in Melville and New York City. A CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), she provides disciplined, goals-based strategies designed to support long-term financial resilience. She previously worked as a wealth manager at Heller Wealth Management until the firm joined Savant in 2026.
With more than 20 years in the financial services industry, Belinda builds and implements customized financial strategies rooted in clear fundamentals and consistent execution. Her work includes portfolio construction, ongoing rebalancing, asset reporting, and operational coordination. She partners closely with clients such as corporate executives, business owners, and families with multigenerational needs, helping them align investment decisions with cash flow requirements and broader financial goals.
Belinda also works extensively with women, including single professional women, widows, and women navigating divorce. She strives to bring a thoughtful, steady approach to helping them seek clarity, confidence, and control over their financial lives during periods of transition and long-term planning.
She earned a bachelor’s degree from Rutgers University in New Brunswick, New Jersey, where she completed a double major in marketing and Chinese. Her academic background supports her focus on communicating complex financial concepts with clarity and precision while maintaining a global perspective.
Belinda’s discipline extends beyond her client work. She teaches Ving Tsun and Tai Chi and holds a black shirt at the instructor level, reflecting a long-standing commitment to continuous improvement. She also follows a whole-food, plant-based lifestyle after completing a plant-based nutrition program, underscoring her dedication to intentional, values-driven decision-making.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Rutgers University
Bachelor of Science in Marketing
Bachelor of Arts in Chinese
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.