Letian Dong, Cfp®, Ricp®, Chfc®, Rma®, Wmcp® Email & Phone Number

"A new space where we spark positive energy and meaningful action by empowering each other to go for what we unapologetically want, so we can realize our life's most meaningful high-five moments."

New York, Ny, Us

Organizational growth is rarely linear. I enjoy working to create alignment & coherence between vision, people, values, process/systems, issues, and data. The goal is to have a framework that is simple, repeatable & scalable.

Milwaukee, Wi, Us

How big is your vision and how far can you see? What does your most amazing future hold? What steps should you take today, to work toward that future?I help clients get clear about what they want from life, and help them make it happen.The goal is to live life fully and well.The goal is to pass on a legacy.The goal is to focus on what matters most, and to take action.The goal is to be confident your financial approach and strategies will serve you well for a lifetime, not just the next month, year, or even decade.

Milwaukee, Wi, Us

I am responsible for overseeing the entire operations side of the wealth management practice; from directing personnel, training, and labor relations activities to developing and implementing marketing campaigns to boost revenue. Our team work with clients to fully understand their situation and look to build a relationship that will serve their needs over time. Please let us know how we might be able to help you realize your vision for the future.

Milwaukee, Wi, Us

I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future.

CBA Inc. is a start up consulting company with a focus in Chinese international education, immigration and development. I was contracted for document translation, networking, and sales.

Nashville, Tn, Us

The Pretty Version: Recruited and managed a team of students for a summer sales program. • Operated a $130,000 personal retail business over 3 summers with cumulative personal profit: $47,000• Prospected and approached over 8,500 families from various socioeconomic backgrounds• Executed all ordering, inventory, sales, accounting, scheduling, and delivery of a personal retail product • Recruited, trained, managed a 3 person team in 2012 with team retail sales totaling $29,500 • Developed managerial and public speaking skills through leading and instructing first year dealers• Assisted with weekly sales meetings and individual conferences throughout the summer_________The Not So Pretty Version: I sold books door to door to door in areas of the country that I never been in. I had left my friends, family, and everything I know behind for the 3 summers during college (they thought I was crazy), and went knocking on a lot of doors. I learned to fail, over and over again. More importantly, I learned to get back up. I learned that "success is not owned, it's rented, and the rent is due everyday". The fairy tale ending: I earned enough to pay my way through college and graduate debt free. Plus I bought myself a motorcycle (Kawasaki Ninja).