Lei Deng, CFA, CFP®, is a highly respected financial advisor who has built a significant part of her career around empowering immigrants and entrepreneurs through personalized financial planning. With a master’s degree in Finance from Washington University in St. Louis, Lei has developed a deep understanding of investment management, which she complements with a comprehensive approach to financial well-being that includes tax planning, estate planning, and insurance planning. Her dedication to her clients’ overall financial health is evident in her approach, which prioritizes simplicity, independence, and a human connection over merely mathematical optimization. Lei’s personal journey from China to the U.S., coupled with her passion for helping her community navigate the complexities of personal finance, makes her a trusted advocate for her clients’ financial success​​​​.

Savor Financial, under Lei Deng’s guidance, stands out for its commitment to serving a specific client demographic with precision and empathy. Lei’s ideal client profile emphasizes young families in their 30s to 40s, particularly high earners with at least one spouse owning a service-based business with fewer than ten employees. This focus is rooted in a desire to assist those who, like her, may be navigating the financial systems in the U.S. as immigrants or children of immigrants.

However, beyond demographic specifics, Lei values respect and kindness in her clients, seeing these qualities as foundational for a productive advisory relationship. Conversely, she is clear about whom she does not wish to work with: those who do not value professional services, are fixated on investment returns covering fees annually, or seek guarantees on future investment performance​​​​.