12 Days of Giving: Day #7 - Lessons from a Child-Of-Immigrants Power Couple

Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFP®. Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning.

Lei specializes in assisting children of immigrants, small business owners, and individuals with unique financial backgrounds. She emphasizes the importance of understanding the psychology of money and how it impacts our financial choices.

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This conversation transcends mere numbers and highlights the significance of achieving life goals, securing financial futures, and cultivating a healthy money mindset.
 
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