Lei Deng, CFA, CFP®

Fee-Only financial planner for entrepreneurs and children of immigrants

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Core Planning Lei Deng, CFA, CFP® She/Her
Chesterfield, MO

Serving Clients Nationwide

Fee-Only financial planner for entrepreneurs and children of immigrants

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 Me

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™ Professional
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

400 Chesterfield Center, Suite 400 St. Louis, MO 63017

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • 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 our Firm

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
  • Video Games
  • Volunteering

Who We Serve

  • Accountants
  • Attorneys
  • BIPOC
  • Business Owners
  • Content Creators
  • Contractors
  • Couples
  • Entrepreneurs
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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