
When it is obvious that the goals cannot be reached, don't adjust the goals; adjust the action steps.
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.
Award Disclosures
Wealthtender awarded Charles Luong, ChFEBC℠ with its 2025 Voice of the Client Highly Rated Advisor Award on 11/06/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 11/06/25. Although Endeavor Advisors compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. View additional award details and FAQs (wt.reviews/awards)
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