Phuong Luong, Cfp® Email and Phone Number
Phuong Luong, Cfp® work email
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Phuong Luong, Cfp® personal email
Phuong Luong, Cfp® phone numbers
Financial planning is not about teaching people to make better choices. The choices people make are limited to the choices people have. Our job is to clear barriers, so the choices people choose for themselves and their families are ones they actually want to make - without shame and with confidence. Phuong understands personal finance across income and wealth spectrums. She provides accessible and objective financial planning, coaching, and education. She consults with organizations and companies on how to build effective and culturally relevant programs and financial technology. She also provides training and workshops to the public on practical personal finance, financial history, structural racism, and racial and gender wealth divides. Phuong deeply understands the current and historical barriers to financial wealth for so many communities in the U.S. This knowledge comes from her practical experience working with individuals and families across the country through her personal financial planning work, and from being a lifelong student of American history and the myths we tell ourselves about why people are poor. She knows that financial literacy is incomplete without knowing financial history - and that understanding financial history and righting those wrongs is an important key to clearing barriers to wealth building.
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Just Wealth LlcUnited States
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Founder And Financial PlannerJust Wealth Llc Jul 2017 - Present
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DirectorBoston University Online Financial Planning Program Jun 2023 - PresentBoston, Massachusetts, Us
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Facilitator And InstructorBoston University Online Financial Planning Program Oct 2017 - Aug 2023Boston, Massachusetts, Us
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Principal Financial PlannerSaltbox Financial Jun 2021 - Jul 2023Amesbury, Massachusetts, Us -
Investment StrategistAdasina Social Capital Sep 2019 - Aug 2021San Francisco, Ca, UsManaged the social justice investment portfolio creation process. Evaluated, maintained, and championed the social justice values of the firm in partnership with the Adasina team, investors, data providers, and community partners. -
Director Of Financial ServicesCompass Working Capital Oct 2015 - Aug 2017Boston, Ma, UsManaged the recruitment, hiring, and training of financial coaching and counseling staff. Oversaw and expanded client financial education programs, community resources, and referral networks. -
Financial Coaching AssociateCompass Working Capital Oct 2013 - Oct 2015Boston, Ma, UsCompass Working Capital's broader vision is to build a leading, nonprofit financial services organization that promotes economic mobility and financial security for working poor families by influencing field-related practice and policy. I provided personal financial coaching to families of low-income based on goal setting, budgeting, credit and debt management, and asset building.
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Special Educator / Math Co-TeacherCambridge Public Schools Aug 2010 - Jun 2014UsManaged and developed students’ Individualized Education Programs (IEPs). Developed differentiated math curriculum. Provided inclusion support for 5th and 6th grade students. Built strong partnerships with families through comprehensive case management. Prepared quarterly progress reports based on formal and informal assessments of student learning. Conducted special education testing and prepared formal testing reports. Collaborated with general educators, psychologists, counselors, occupational therapists, physical therapists, and instructional support staff to support student growth. -
Policy FellowTeach Plus Sep 2011 - Dec 2012Boston, Ma, UsDeveloped a Special Education Teacher Evaluation Toolkit for the MA Department of Elementary and Secondary Education. Assisted with the writing of policy memos related to teacher preparation reform and principal evaluation. Proposed an online evaluation system for teacher professional development to the City of Boston and Boston Public Schools in the 2012 Boston Innovation Incubator Competition, as part of the TeachPlus Fellows team (finalists). -
Special Education Assistant TeacherBrookline Public Schools Sep 2009 - Jun 2010Boston, Ma, UsProvided daily explicit reading, writing, math, and social skills instruction to 1st and 3rd grade students with moderate and severe special needs. Supported general educators in whole classroom instruction and inclusion. -
Research AssistantBoston University, Department Of Math Education Sep 2008 - Aug 2009Boston, Ma, UsConducted research on the math education of students of color, underprivileged youth, and English-language learners. Assisted with organization of syllabi, reading assignments, and activities for BU math education courses. -
Math TeacherNorwich Public Schools Sep 2007 - Jun 2008Developed a hands-on 6th grade math program. Supervised paraprofessionals to support inclusion of students with IEPs and 504 Plans.
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Research AssistantDartmouth College, Reading Brains Lab Jan 2007 - Jun 2007Hanover, Nh, UsPrepared and ran participants in a research study to investigate reading-related processes using electroencephalography (EEG). -
Math And Chemistry Summer Teacher, Department ChairBreakthrough Collaborative Jun 2006 - Aug 2006Oakland, Ca, UsDeveloped student-centered pre-algebra and chemistry curriculum for 6th and 7th grade students. Chaired weekly Science Department meetings. -
Campus CoordinatorEnvironmental Conservation Organization Sep 2003 - Aug 2005Researched and implemented ways to make campus life more environmentally sustainable for the Dartmouth community. Managed the recycling program in all residence halls. Directed teams of student interns and volunteers in the execution of campus-wide programs. Led workshop sessions, volunteer recruitment initiatives, and the intern hiring process.
Phuong Luong, Cfp® Skills
Phuong Luong, Cfp® Education Details
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Dartmouth CollegeElementary Education -
Boston UniversityLearning Disabilities (K-8)
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Boston UniversityCertificate In Financial Planning
Frequently Asked Questions about Phuong Luong, Cfp®
What company does Phuong Luong, Cfp® work for?
Phuong Luong, Cfp® works for Just Wealth Llc
What is Phuong Luong, Cfp®'s role at the current company?
Phuong Luong, Cfp®'s current role is Financial Planner and Educator.
What is Phuong Luong, Cfp®'s email address?
Phuong Luong, Cfp®'s email address is pl****@****tal.org
What is Phuong Luong, Cfp®'s direct phone number?
Phuong Luong, Cfp®'s direct phone number is +161779*****
What schools did Phuong Luong, Cfp® attend?
Phuong Luong, Cfp® attended Dartmouth College, Boston University, Boston University.
What are some of Phuong Luong, Cfp®'s interests?
Phuong Luong, Cfp® has interest in Poverty Alleviation, Education, Economic Empowerment.
What skills is Phuong Luong, Cfp® known for?
Phuong Luong, Cfp® has skills like Poverty Reduction, Special Education, Mathematics Education, Elementary Education, Reading Intervention, Data Analysis, Education Policy, Equality And Diversity, Community Outreach, Community Engagement, Curriculum Development, Workshop Development.
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