
Lei Fang CFP®, CFA, TEP
I help high-net-worth individuals and families turn their financial dreams into reality. With over a decade of experience, I specialize in creating sophisticated, tailored plans that grow and preserve wealth while aligning with your life goals.
Financial planning isn’t a solo act—it’s a team sport. My role? To be the expert guide who brings the right professionals together, ensures every moving piece works smoothly, and helps turn complex strategies into real-world success. I simplify the complex so you can focus on what matters most.
I’m a disciplined, competitive marathon runner who brings the same focus and determination to financial planning as I do to the racecourse. But life isn’t all about spreadsheets and strategies—it’s about balance. Family is my top priority, and I believe true wealth is measured by the joy and legacy we create with our loved ones.
When I’m not crafting financial plans, you’ll find me exploring the world with my husband or training for my next marathon. If you’re looking for a financial planner who’s as passionate about your goals as you are, let’s connect.
Together, we’ll design a plan that not only secures your financial future but also enriches the life you’ve built.
"Wealth is the ability to fully experience life." - Henry David Thoreau