Charles Luong, ChFEBC℠
You only get one retirement. Make it a great one.
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Endeavor Advisors
Charles Luong, ChFEBC℠
Phoenix, AZ
Serving Clients Nationwide
You only get one retirement. Make it a great one.
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Getting out of Debt
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Charles Luong, ChFEBC℠
Hi, I'm Charles Luong. My passion for financial planning all began in 2008 when I saw my parents and countless others experience one of the most devastating financial crises of our time.As a son of a refugee immigrant family, I was always taught to work hard and save even harder. But I realized that just working harder and saving money did not protect my family from the pain of the great recession. I asked myself, how can make sure that I protect my family and other families from financial hardships.
I started working for a large insurance planning firm in Brea, California. After working there for a couple of years, I decided that while I was in the right direction, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to leave the insurance world and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own firm. Since then, I’ve worked with individuals, couples, and families of all backgrounds and ages.
Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Endeavor Advisors will continue to grow and make a real difference in our communities.
Outside of work, I enjoy volunteering our time at several local organizations. When I am not doing that, I enjoy going to art museums and attending cooking classes.
Professional Designations
- Chartered Federal Employee Benefits Consultant (ChFEBC)
Primary Location
2801 E Camelback Rd, Suite 202, Phoenix, AZ 85016
Additional Locations
📍 25 S Arizona Pl 5th Floor, Chandler, AZ 85225
📍 3655 Torrance Blvd 3rd floor, Torrance, CA 90503
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started. Answer a few questions to determine if we could be a good fit. If so, you’ll schedule an intro with our team to explore your retirement planning further. We look forward to speaking with you.Offers Investment Management
Yes
About Endeavor Advisors
We Are Endeavor Advisors. With over 15 years of experience in the financial industry, we have successfully delivered transformative solutions for families and businesses across various sectors. Our team of Certified Financial Planners are committed to providing innovative, customized services that meet the unique needs of your retirement.Dream. Design. Develop.
We make even the wildest retirement dreams into dramatic yet feasible finished products anyone would be proud of.
Why Choose Us?
We’re more than financial planners; we’re architects of investment success, crafting tailored solutions that make a lasting impact. From initial consultation to financial milestones, Endeavor Advisors is committed to turning your financial vision into reality. Join us in creating a future where financial planning harmonizes with your goals, celebrating both creativity and strategic insight.
Why We Do This
We believe every family deserves a real shot at financial freedom — not just the wealthy, not just the lucky. For us, this work is deeply personal. We became financial advisors because we know what it’s like to wish someone had been there to guide our own parents — to help them make smart decisions, avoid costly mistakes, and build a future with confidence.
Now, we strive to be that kind of guide for other families — honest, caring, and truly invested in helping you succeed.
What Drives Us
✔️ Action Matters
When something needs to get done, we don’t sit on the sidelines: we show up, we step in, and we follow through. We take responsibility seriously and make it a priority to help our clients move forward with clarity, confidence, and support every step of the way.
✔️ Objectivity
As fiduciaries, we’re legally and personally : committed to putting your best interest first, always. We give advice as if we were in your shoes, even when it’s not the easiest conversation to have. Our goal isn’t to tell you what you want to hear — it’s to tell you what you need to hear, with honesty, empathy, and your long-term success in mind.
✔️ People First
We care deeply about people: our clients, our team, and our families. That’s why we don’t compromise when it comes to treating our team well, paying them what they’re worth, and creating an environment where they can thrive. In turn, that’s how we’re able to deliver the highest level of service to clients who value quality and want the very best by their side.
✔️ Excellence
"Excellence is our baseline. We proactively seek better tools and strategies, pressure-test them, and implement what works. If there’s a better way to serve our clients, we find it and act." We don’t settle for “good enough”
Education
Chaffey College, Associate of Arts and Sciences (A.A.S.), Accounting and Finance; Associate's degree, Physical Sciences; Registered Nursing/Registered Nurse
Hobbies and Interests
- Cooking
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- Intergenerational Families
- Living in Retirement
- Parents
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