Lei Deng, CFA, CFP®
Fee-Only financial planner for 1099 consultants, business owners and pre-retiree
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Serving Clients Nationwide
Fee-Only financial planner for 1099 consultants, business owners and pre-retiree
Areas of Focus
- Employee Stock Options
- Family and Money
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Setting Up Retirement Accounts
- Taxes
- Women & Wealth
About Lei Deng, CFA, CFP®
Lei Deng is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals. She serves clients all over the US, and she’s fluent in English and Chinese.Lei is a Chartered Financial Analyst as well as a Certified Financial Planner®.
Lei came to the U.S. to pursue her Masters Degree in Finance from Washington University in St. Louis. Since then, Lei has enjoyed a career in investment management and has built expertise in investment evaluation, portfolio construction, and asset allocation.
Having watched friends and family struggle to find true advocates for their personal finances, Lei discovered that investing, while important, is only a piece of the puzzle in personal finance. That’s when she switched her focus to advocate for her clients’ overall financial well-being. Since then, she has enjoyed helping clients in not just investing but also other areas of their comprehensive financial planning needs, such as tax planning, estate planning, and insurance planning.
Lei’s family lives in the suburbs of Saint Louis, Missouri. She and her husband, Julio, love coming up with fun ways to celebrate her two children's Asian and Hispanic heritage, mostly through food. She is also a board member of a local nonprofit.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
- Fee Only Network
- Garrett Planning Network
- XY Planning Network
- CFP Board
Primary Location
8112 Maryland Ave, Suite 400, St. Louis, MO, 63141
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to let us know how we can help. Maybe you want to get more organized around your money. Maybe you want to plan for financial independence. Or maybe you’re just curious how we do things. Whatever it is, taking that first step can make all the difference.Offers Investment Management
Yes
About Savor Financial
Money has increasingly become a source of stress and confusion. We believe it should be a source of freedom and possibility. Together, we'll simplify the process and get organized around what matters most to help you get there.Education
Washington University in St. Louis - Olin Business School Master, Finance | East China Normal University, Bachelor of Science, Software Engineering
Volunteer Experience
Board Co-Chair: Fit and Food Connection Board Member: Very Asian Foundation
Languages
- English
- Mandarin Chinese
Hobbies and Interests
- Cooking
- Eating Out
- Family
- Music
- Theater
- Video Games
- Volunteering
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- BIPOC
- Business Owners
- Content Creators
- Contractors
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Immigrants
- Individuals
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Parents
- Physicians
- Real Estate Agents
- Real Estate Investors
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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