Charles Luong, Chfebc℠ Email and Phone Number
Charles Luong, Chfebc℠ phone numbers
Currently, Charles Luong works as a Financial Planner and is Owner and CEO of Endeavor Advisors LLC, an employee-friendly, client-centric, and education-based financial planning company.Charles Luong is an IAR (Investment Advisor Representative) holding licenses for Life & Health Insurance, Series 65 and Financial Education. He specializes in tax planning and uses the tools such as the Personal Economic Model® and LifeTyme Financial Strategy to develop modern efficient portfolios for clients and businesses.Charles has worked in the industry for over 7 years and hold multiple awards for financial planning, college planning, and insurance planning. Charles obtained the Chartered Federal Employee Benefits Consultant Designation (ChFEBC℠) in April 2018. The ChFEBC℠ program prepares professional to meet the financial needs of Federal Employees. ChFEBC℠ can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.These Federal Benefit Professionals complete extensive training to become a ChFEBC℠ (Chartered Federal Employee Benefits Consultant℠). They are required to stay up-to- date on the ever-changing Federal Government Benefits Programs. They have extensive knowledge about FERS, CSRS, Special Provisions (LEO, FF, ATC, CBPO, MRT). He started his career in Brea, California and has opened 6 offices in California and Arizona. Charles has held multiple Senior Management positions in the financial services industry and has represented companies such as Nationwide Financial, Voya Financial, Transamerica, Chase Financial, and Pacific Life.He has volunteered over 500 hours teaching financial education to public schools, fire departments, financial centers, colleges, and churches all throughout California and Arizona.
-
Co-Founder/ PresidentEndeavor Advisors Jun 2020 - PresentAt Endeavor Advisors, we pride ourselves in being the Premier Independent, Fee-Only, Experienced Financial Planning Firm.We get to know you, your goals, and your dreams. We know there’s no one-size-fits-all approach to financial planning, so our small questions help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market.Did you know? Our advisors have no financial incentives to recommend certain products. All advisors at Endeavor are fiduciaries, driven to help you make informed decisions on what is best for you and your family.Our advisors use their best thinking, innovative technology, and our time-tested investment philosophy to create your comprehensive financial plan. We share it with you, walk you through it, and answer all your questions before you commit to anything. When you’re ready, we put your plan into action.
-
CeoLuong Financial Llc Jun 2017 - PresentFour years ago, Charles Luong and Hieu Luong were serving clients as part of a large, national financial services company. Frustrated by working in an environment that was competitive rather than collaborative, and sales focused rather than service led, they founded Luong Financial, an employee friendly, client-centric and education-based financial planning and investment management company.
-
Investment Advisor RepresentativeLifetyme Financial Llc Apr 2017 - Jun 2020Scottsdale, Arizona, UsWe help regular clients and families connect with an independent adviser or coach who can help them navigate the sometimes confusing and overwhelming investing process. Working as a team, we can help you get on a long-term track toward reaching your financial and investing goals.Lifetyme has a strong value for education—that means we can help you understand what your portfolio is doing and why. We strive to create an environment where investors and coaches alike are excited to attend training and coaching sessions to further understand their investments and the academics and ideas they're built around.Understanding the origins of your investment strategy is something few investors will ever do. However, this understanding will give you a greater depth of knowledge and can create confidence in uncertain market conditions. These foundations are the underpinnings that help your investment strategy work and the underlying construction of your portfolio. -
Sales ManagerChase Oct 2015 - Dec 2016New York, Ny, Us
Charles Luong, Chfebc℠ Skills
Charles Luong, Chfebc℠ Education Details
-
Chaffey CollegeAccounting And Finance -
Chaffey CollegePhysical Sciences
Frequently Asked Questions about Charles Luong, Chfebc℠
What company does Charles Luong, Chfebc℠ work for?
Charles Luong, Chfebc℠ works for Endeavor Advisors
What is Charles Luong, Chfebc℠'s role at the current company?
Charles Luong, Chfebc℠'s current role is Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors.
What is Charles Luong, Chfebc℠'s direct phone number?
Charles Luong, Chfebc℠'s direct phone number is +171460*****
What schools did Charles Luong, Chfebc℠ attend?
Charles Luong, Chfebc℠ attended Chaffey College, Chaffey College.
What are some of Charles Luong, Chfebc℠'s interests?
Charles Luong, Chfebc℠ has interest in Education, Economic Empowerment.
What skills is Charles Luong, Chfebc℠ known for?
Charles Luong, Chfebc℠ has skills like Personal Finance, Small Business, Retirement Planning, Financial Planning, Fixed Annuities, Wealth, Investments, Investment Strategies, Iras, Insurance, Finance, Marketing.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial