NorStar Financial of Plano, LLC (“NorStar Financial”) is an independent and fee only financial planning and investment management services firm. We believe in the team approach in serving our clients’ needs.
NorStar Financial was founded by Summer Xia to serve individuals and families who want to send their kids to dream colleges with no or minimum debt, and retire comfortably themselves.
Summer Xia has been blessed with a wonderful and supporting family to have the freedom to pursuit her dreams. Starting NorStar Financial is not just a career, it is her passion. Summer wants to help people live their best lives based on their current financial resources. She graduated with honor with a Bachelor of Science degree in management Information System from Iowa State University in 2001. Before that she had worked as a college teacher for three years. The arrival of her first daughter made family her priority after graduation . Later in 2006 she received her Master of Science degree in Accounting Information System from University of Texas in Dallas. For the past ten years she has been practicing in areas of personal finance.
Besides working for NorStar Financial, Summer volunteers in her community and loves traveling with her family. As a museum buff she likes to visit local museums when traveling. She also likes reading. She reads extensively in economics, history, and personal finance. Her recent passion is cooking and trying new dishes from many different cultures.
Summer lives in Plano with her husband, two daughters and three pets.
She speaks fluent English and Mandarin.