Dec 12, 2018
Phuong Luong is a CERTIFIED FINANCIAL PLANNER™ and founder of Just Wealth, a virtual, fee-only financial planning practice serving moderate-income clients. Previously, she was the Director of Financial Services for a national nonprofit, managing the recruitment, hiring, and training of financial counselors. She also trains organizations on building effective and culturally relevant financial programs for marginalized communities and provides education on structural economic inequality. Her first career was as a math educator, special education case manager, and curriculum developer, for public schools throughout New England. Phuong is a member of CFP Board’s Council on Education and the Center for Financial Planning’s Diversity Advisory Group, to build recruitment pathways for planners from underrepresented communities and to retain them in the profession. Phuong earned a B.A. from Dartmouth College and an M.Ed in Special Education from Boston University. She completed the Financial Planning Program at Boston University.
Please join me in welcoming Phuong Luong.
In this episode we
discuss:
Listen, subscribe and read show notes at www.tammygoolerloeb.com/podcasts/ - episode 003