Henry Luong
Financial Advisor @Csp Financial Group, Llc
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WORK HISTORY
Financial Advisor @Csp Financial Group, Llc
MD, US
Help clients develop an academically-based investment strategy and gain an understanding of investor emotions through education in order to stay focused and on track with their investment objectives.• Develop individualized plans that allow clients to make necessary adjustments in order to reach the end goal they envisioned.•, Employ Nobel Prize-winning investment principles along with global diversification to provide clients access to a structured portfolio based on Modern Portfolio Theory and the Three Factor Model. Additionally, clients are taught asset optimization and money management skills to enhance their financial literacy through our Financial Course.• Help clients minimize tax liability by using efficient tax planning strategies.
EDUCATION
Penn State University
BS, Electrical Engineering
SKILLS
ABOUT HENRY LUONG
Not being financially literate causes all sorts of money trouble. It pains me to see…
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