Lei Deng (CFA, CFP®, MS)

Lei Deng focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials
  • Tax Planning

Planning Specialties

Value-Aligned Expenditure Strategy: Recognizing the profound connections between food, travel, and personal identity, I assist clients in aligning their spending with their core values. This ensures their financial strategies not only make fiscal sense but also resonate with their life passions. Financial Education & Empowerment: Knowledge is power. I prioritize educating my clients on financial best practices, ensuring they feel confident and empowered in every financial decision they make. Adaptable Financial Strategies: In a world as unpredictable as ours, rigid financial plans can often fall short. Drawing from personal experiences and a diverse knowledge base, I craft adaptable financial strategies that are resilient to life's unexpected twists and turns.

NAPFA Start Date

January 05, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8112 Maryland Ave Suite 400 Clayton, MO 63105 Phone: +1 (314) 686-7222