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Lei Deng, CFA, CFP®

Fee Only financial planner for immigrants and entrepreneurs.

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Core Planning Lei Deng, CFA, CFP®
Chesterfield, MO

Serving Clients Nationwide

Fee Only financial planner for immigrants and entrepreneurs.

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

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

  • 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
Book Intro Call

Compensation Methods

  • Fee Only
  • 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.

CORE VALUES

Our Core Values are non-negotiable and guide all aspects of our operations.

✅ Simple is beautiful. Unnecessarily complicated investment and estate plans create confusion and are inherently fragile. We seek the bare minimum complexity without sacrificing function or sophistication. The most robust strategies employ the fewest possible variables and assumptions in plain English.

✅ Independence matters. With the investment strategies we implement for you, we do not receive commissions, trailers, or compensation from anywhere other than our clients. Our only loyalty is to you. This is not a standard practice in the financial services industry. We believe it should be.

✅ Connection doesn’t scale. Code is cool, but people are cooler. Some things should never be automated, such as human connection. The mathematically optimal choice isn’t always the right choice; that’s the power of human-centered advice.

Education

Washington University in St. Louis - Olin Business School Master, Finance | East China Normal University, Bachelor of Science, Software Engineering

Hobbies and Interests

  • Family
  • Volunteering

SEC Lookup

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Who We Serve

  • Families
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants

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.

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