Gavin Fung

Consultant

Before I joined Ascend Planning & Consulting, LLC, I spent eight years in public accounting. As a former public accountant, rules and details are important to me. However, the one thing that excites me the most is the opportunity to hear about an individual’s vision, mission, and purpose in life. For this reason, I decided to make a transition from public accounting into financial planning. It is my belief that this career shift will enable me to leverage the knowledge and skills I acquired in my previous and current profession to help those within my community to achieve their lifelong goals.

Many people have goals and dreams for themselves and their families, but aligning and coordinating financial goals with lifelong dreams is a challenging process. My desire is to assist my clients with the appropriate guidance to achieve their personal objectives. Thankfully, this is where Ascend Planning & Consulting, LLC, and I can help. With our teamwork, diverse background, and experience, I am confident that we can work together to develop appropriate strategies designed to help you and your family realize your goals and dreams. 

Thank you for your consideration, and I look forward to working with you.

• BA Foreign Affairs – University of Virginia
• BS East Asian Studies – University of Virginia
• Enrolled Agent – Obtained from the IRS

CA Insurance License # 4383919