Enpo Tu, financial advisor Scottsdale AZ

Enpo Tu

CRD Number: 6246116
Current Firm: My Financial Coach Planning, LLC

Enpo Tu (CRD# 6246116) is an Investment Advisor Representative working at My Financial Coach Planning, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry. Enpo Tu 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.

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Professional Designations
Company Name Location Dates Years
My Financial Coach Planning, LLC Scottsdale, AZ Dec 2019 - Current 4
My Financial Coach, LLC Scottsdale, AZ Oct 2018 - Current 5
Unemployed Scottsdale, AZ Jun 2018 - Oct 2018 < 1
Learnvest Inc. Scottsdale, AZ May 2017 - Jun 2018 1
Axa Advisors, LLC New York, NY Sep 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Enpo Tu
Phone Number: 650-302-7330
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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