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
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
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