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Cfp Frank Feng Chfc

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Cfp Frank Feng Chfc

LPL Financial Advisor | CUNA Mutual Group

Stockton, California, United States

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Cfp Frank Feng Chfc

Summary

Frank Feng is a seasoned financial advisor with over 30 years of experience specializing in retirement planning and investment strategies for retirees and near-retirees. Based in Stockton, California, he currently serves as a Vice President at Cuna Brokerage Services and works as an LPL Financial Advisor at Valley Strong Retirement and Wealth Management. His extensive knowledge in financial advisory, fixed annuities, and tax management empowers clients to make informed decisions, ensuring their financial security during their golden years. With a Master's degree in Business Administration and a Master's of Science, Frank combines academic rigor with practical experience. His commitment to client well-being and risk reduction sets him apart in the financial services industry. He is passionate about legacy planning and helping clients navigate complex investment landscapes, making financial worries a thing of the past.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Frank Feng Chfc

Work Experience

💼

LPL Financial Advisor at

Valley Strong Retirement And Wealth Management

December 2021 - Present

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Vice President, Wealth Management at

CUNA Mutual Group

March 1997 - Present

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Cfp Frank Feng Chfc

Education

Frequently Asked Questions about Cfp Frank Feng Chfc

What is Cfp Frank Feng Chfc email address?

Cfp Frank Feng Chfc's primary email address is **********@cunamutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Frank Feng Chfc work for?

Cfp Frank Feng Chfc is a LPL Financial Advisor at CUNA Mutual Group, a company specializing in Functions related to depository banking.

Where Cfp Frank Feng Chfc graduated from?

Cfp Frank Feng Chfc holds a degree in Masters from University of Massachusetts Boston.

How can I directly contact Cfp Frank Feng Chfc?

To contact Cfp Frank Feng Chfc directly, you can use the email address **********@cunamutual.com. Complete contact information is available upon registration with Muraena.

Is Cfp Frank Feng Chfc an immigrant?

Yes, Cfp Frank Feng Chfc is an immigrant and currently based in United States

Who is Cfp Frank Feng Chfc?

Frank Feng is a seasoned financial advisor with over 30 years of experience specializing in retirement planning and investment strategies for retirees and near-retirees. Based in Stockton, California, he currently serves as a Vice President at Cuna Brokerage Services and works as an LPL Financial Advisor at Valley Strong Retirement and Wealth Management. His extensive knowledge in financial advisory, fixed annuities, and tax management empowers clients to make informed decisions, ensuring their financial security during their golden years. With a Master's degree in Business Administration and a Master's of Science, Frank combines academic rigor with practical experience. His commitment to client well-being and risk reduction sets him apart in the financial services industry. He is passionate about legacy planning and helping clients navigate complex investment landscapes, making financial worries a thing of the past.

Cfp`s contact details

mail

**********@cunamutual.com

Colleagues

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Patrick Ruane

Regional Vice President

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Paul Walsh

Chief Executive Officer

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Gary Surak

Financial Advisor, VP Wealth Management

Gary Young

VP - National Sales

George Thompson Clu Chfc

Vice President Wealth Management

Steve Dowden

SVP Asset Management Sales

Steve Gilrowski

Vice President Sales

Steve Suleski

Senior Vice President, Chief Governance & Compliance Officer

Richard Gerundo

Vice President, Wealth Management Services

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