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Watch An Intro Video

Charles Luong, ChFEBC

Co-Founder/ President

Phoenix, Arizona Office

My passion for financial planning all began in 2008 when I saw my parents and countless others experience one of the most devastating financial crises of our time. As a son of a refugee immigrant family, I was always taught to work hard and save even harder. But I realized that just working harder and saving money did not protect my family from the pain of the great recession. I asked myself, how can make sure that I protect my family and other families from financial hardships. I started working for a large insurance planning firm in Brea, California. After working there for a couple of years, I decided that while I was in the right direction, I needed to be able to make recommendations that truly served my clients' best interests. Upon having this realization, I decided to leave the Insurance world and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own firm. Since then, I've worked with individuals, couples, and families of all backgrounds and ages. Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Endeavor Advisors will continue to grow and make a real difference in our communities. Outside of work, I enjoy volunteering our time at several local organizations. When I am not doing that, I enjoy going to art museums and attending cooking classes.

More About Charles

If you had a million dollars to spend, what would be the first three things you would buy?
I would buy a vacation house and embark on a year-long tour of Europe and Asia with my wife

What's the most likely place people could find you on a Saturday night?
At my home with my wife watching Netflix with our cats.

Which would you pick: Living on the beach or living near the mountains?
Live on the beach in the summer and near the mountains in the winter.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?

I'd wish for a rocket-fast metabolism, amazing memory, and perfect health.

 

If you had the ability to travel back in time, what's something you would tell your 18-year-old self?

Slow down — the faster you go, the more you miss out on.

Location

Phoenix, AZ

Experience
10+ years

Credentials

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Email

Cluong@endeavoradeadvisorsilc.com

Start your journey with us.

Schedule an appointment below, and let's work together to achieve your goals.

Meet Other Advisors

Ajay Vadukul

Co-Founder/Investment Advisor Representative

Hieu Luong

Insurance Planning Specialist

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