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.