Lei Deng, CFA, CFP®

Fee-Only financial planner for entrepreneurs and children of immigrants

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Savor Financial Lei Deng, CFA, CFP® She/Her
Clayton, MO

Serving Clients Nationwide

Fee-Only financial planner for entrepreneurs and children of immigrants

2 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

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
  • National Association of Personal Financial Advisors
  • XY Planning Network

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

Awards and Honors

  • CFP Board Ambassador
  • Forbes Advisor Advisory Board Member 2024

Languages

  • English
  • Mandarin Chinese

Hobbies and Interests

  • Cooking
  • Eating Out
  • Family
  • Theater
  • Video Games
  • Volunteering
  • Yoga

Who 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
  • Parents
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 8, 2025
We used Lei for retirement planning for my parents and she was fantastic. She was very thoughtful in her work, taking a person-centered approach that made sure my parents goals and values were reflected in our plan. Additionally, she was very flexible in getting this work done virtually with everyone located in different states!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Kimi is the daughter of my clients and have participated in all of my meetings with her parents.
Avatar for Kimi Chernoby
Kimi Chernoby

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 20, 2025
Lei is wonderful! I often felt as though I didn't know "enough" to be financially savvy and was wondering what else my husband and I could be doing with our money and whether we were managing it well enough. We sought a professional and came across Lei recommended through a Facebook mother's group. One of my main criteria in working with a financial planner was someone who I could trust but also someone I knew I would feel comfortable asking all of my questions to because I didn't feel confident in my finance skills. She always welcomed all of our many questions and was very timely in her responses as well. She is easy to chat with, professional, and she really knows her stuff. We foresee staying in touch with Lei for all of our financial planning needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dolly Ngo
Dolly Ngo