Lei Deng
Efficient financial plans and investing for busy skilled trades professionals
Core Planning, LLC · Saint Louis, Missouri
Is this you, Lei?
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About
My financial planning clients and I value freedom, experiences, and relationships. Through the Core Planning platform, I provide fee-only financial planning and investment management. My clients are often outdoor enthusiasts, world travelers, and trades professionals in the St. Louis area and nationwide virtually.
Who they serve
- HENRY (high earner, not rich yet)
- Early-career professionals
- Multi-generational families
- Founders
- Pre-retirees
Services
- Financial Planning
- Insurance Planning
- Investment Management
- Estate Planning
- Cash Flow Planning
- 401(k) & IRA Management
- Pension Planning
- Insurance/Risk Management
- Asset Allocation
- Debt Management
- Retirement Planning
- Portfolio Rebalancing
- Social Security Planning
- Tax Strategy
- College/Education Planning
Structured record
| Name | Lei Deng |
|---|---|
| Firm | Core Planning, LLC |
| Location | Saint Louis, Missouri |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · Hourly Rate · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 2022 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP · CFA |
| Investment approach | Blend of both |
| Website | http://corepln.com |
| https://www.linkedin.com/in/lei-deng-cfa-cfp |
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Specialties
- Family wealth transfer
- Small business owners
- Retirement planning
- Pension planning