Eunsoo Chung (CRD# 7697588) is an Investment Advisor Representative working at Guiding Wealth Management, LLC in Burlingham, CA and has 1 year of experience in the finance industry. Eunsoo Chung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guiding Wealth LLC | Richardson, TX | Oct 2023 - Current | < 1 |
| Caregen Wealth Management LLC | Burlingame, CA | Oct 2022 - Nov 2023 | 1 |
| Home Maker | Millbrae, CA | Jan 2019 - Sep 2022 | 3 |
| Trinitas Partners LLC | Redwood City, CA | Apr 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$269,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV, PA, RI, TX
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