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.