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


This Office

400 Chesterfield Center Ste 400 St. Louis, MO 63017 Phone: (314) 800-4923