Charles Luong, Chfebc℠
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Charles Luong, Chfebc℠ Email & Phone Number

Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors at Endeavor Advisors
Location: Scottsdale, Arizona, United States 4 work roles 2 schools
1 phone found area 714 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Direct phone (714) ***-****
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Current company
Role
Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors
Location
Scottsdale, Arizona, United States

Who is Charles Luong, Chfebc℠? Overview

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Quick answer

Charles Luong, Chfebc℠ is listed as Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors at Endeavor Advisors, based in Scottsdale, Arizona, United States. AeroLeads shows phone signal with area code 714 and a matched LinkedIn profile for Charles Luong, Chfebc℠.

Charles Luong, Chfebc℠ previously worked as Co-Founder/ President at Endeavor Advisors and CEO at Luong Financial Llc. Charles Luong, Chfebc℠ holds Associate Of Arts And Sciences (A.A.S.), Accounting And Finance from Chaffey College.

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Email format at Endeavor Advisors

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Endeavor Advisors

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Profile bio

About Charles Luong, Chfebc℠

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.

Listed skills include Personal Finance, Small Business, Retirement Planning, Financial Planning, and 18 others.

Current workplace

Charles Luong, Chfebc℠'s current company

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Endeavor Advisors
Endeavor Advisors
Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors
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4 roles

Charles Luong, Chfebc℠ work experience

A career timeline built from the work history available for this profile.

Co-Founder/ President

Current

At 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.

Jun 2020 - Present

Ceo

Current
Luong Financial Llc

Four 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.

Jun 2017 - Present

Investment Advisor Representative

Scottsdale, Arizona, Us

We 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.

Apr 2017 - Jun 2020

Sales Manager

New York, Ny, Us

Oct 2015 - Dec 2016
2 education records

Charles Luong, Chfebc℠ education

Associate Of Arts And Sciences (A.A.S.), Accounting And Finance

Chaffey College

Associate'S Degree, Physical Sciences

Chaffey College
FAQ

Frequently asked questions about Charles Luong, Chfebc℠

Quick answers generated from the profile data available on this page.

What company does Charles Luong, Chfebc℠ work for?

Charles Luong, Chfebc℠ works for Endeavor Advisors.

What is Charles Luong, Chfebc℠'s role at Endeavor Advisors?

Charles Luong, Chfebc℠ is listed as Co-Founder/ President | Financial Planning Expert @ Endeavor Advisors at Endeavor Advisors.

What is Charles Luong, Chfebc℠'s phone number?

AeroLeads has found 1 phone signal(s) with area code 714 for Charles Luong, Chfebc℠ at Endeavor Advisors.

Where is Charles Luong, Chfebc℠ based?

Charles Luong, Chfebc℠ is based in Scottsdale, Arizona, United States while working with Endeavor Advisors.

What companies has Charles Luong, Chfebc℠ worked for?

Charles Luong, Chfebc℠ has worked for Endeavor Advisors, Luong Financial Llc, Lifetyme Financial Llc, and Chase.

How can I contact Charles Luong, Chfebc℠?

You can use AeroLeads to view verified contact signals for Charles Luong, Chfebc℠ at Endeavor Advisors, including work email, phone, and LinkedIn data when available.

What schools did Charles Luong, Chfebc℠ attend?

Charles Luong, Chfebc℠ holds Associate Of Arts And Sciences (A.A.S.), Accounting And Finance from Chaffey College.

What skills is Charles Luong, Chfebc℠ known for?

Charles Luong, Chfebc℠ is listed with skills including Personal Finance, Small Business, Retirement Planning, Financial Planning, Fixed Annuities, Wealth, Investments, and Investment Strategies.

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