Phuong Luong (BA, CFP®, M.Ed.)

Phuong Luong focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Socially Responsible Investments

Planning Specialties

I help people create financial plans that balance complex lives and priorities with their work, family, and passion projects. In both my business and my volunteer work, my mission is help community advocates, nonprofit professionals, educators, and activists, do what they love with less financial stress. 

Additional Information

From the beginning of my financial planning career, my goal has been to provide objective, culturally proficient financial services and to clear barriers to wealth building. I am passionate about economic justice, and closing racial and gender wealth gaps.

I am a member of the CFP Board’s Diversity and Inclusion Advisory Council, to build pathways to attract and retain financial planners from diverse backgrounds into the financial planning profession. In addition, I am a member of the CFP Board's Ethics Working Group, to develop curriculum standards for all board-approved ethics trainings for CFP professionals. As a Financial Planning Facilitator for the Boston University Financial Planning Program, I provide coaching and technical assistance to online financial planning students.

NAPFA Start Date

July 17, 2017

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This Office

Virtual Cambridge, MA 02139 Phone: (617) 804-1032