Eunsoo Chung, CFP®,

CPA/PFS, AFC® 

Eunsoo works with clients in the San Francisco Bay Area.

 

Areas of Specialty

Eunsoo believes that financial freedom can be anyone’s superpower.  Her passion is to empower clients to make smart money decisions so they achieve their financial goals and stop feeling stressed about their money situations.  She regularly volunteers her time as a financial coach at the Bay Area Cancer Connections and Financial Peace University.

She loves reading books, Hawaii, and Poodles.  One of her all-time favorite books is The Millionaire Next Door by Thomas Stanley.  From time to time, she and her husband volunteer as foster parents to senior rescue dogs.  She lives in the San Francisco Bay Area with her husband of 20+ years and their two Moyen poodles; Lulu and Louis, also rescued seniors.

 

Education

• Bachelor of Science in Accounting from Saint Mary’s College of California
• MBA in Finance from the Wharton School, University of Pennsylvania
• Certified Financial Planner™

Background:

Eunsoo is a CPA/PFS, CFP®, AFC® with more than 25 years of broad experience in public accounting, private equity, and financial coaching.

 

Languages:

English and Korean.

Learn more about the Guiding Wealth Residency.