Phuong Luong

Current Employers

Employment History

• 10/2015 → 06/2017
  Compass Working Capital
  Boston, MA
• 10/2017 → Present
  Boston University Financial Planning Program
  Boston, MA
• 10/2017 → 04/2019
  United Way Of Mass Bay
  Boston, MA
• 07/2017 → Present
  Just Wealth, Llc
  Pittsfield, MA
• 09/2019 → 07/2021
  Robasciotti & Associates, Inc Dba Robasciotti & Philipson
  San Francisco, CA
• 04/2021 → 06/2023
  Saltbox Financial Llc
  Newburyport, MA
• 11/2020 → Present
  Morningstar
  Chicago, IL
• 03/2023 → Present
  Adasina Social Capital
  San Francisco, CA

Previous Registrations

• 2021-05-19 → 2024-02-16
  Saltbox Financial Llc
  Portsmouth, NH
  Greensboro, NC
  Cambridge, MA
• 2020-02-07 → 2021-07-30
  Adasina Social Capital
  Berkeley, CA
• 2017-07-11 → 2021-06-18
  Just Wealth
  San Francisco, CA
  Cambridge, MA
  Greensboro, NC

Other Businesses

Boston University Financial Planning Program, not investment-related, 25 Buick Street, Boston MA 02215, 10/2017, curriculum for online program, 40 hrs per week Morningstar, not investment-related, 22 W Washington St #7, Chicago, IL, 60602, Financial Services Company, contributing writer, 11/2020, Contributor, 2 hrs per month Robasciotti & Associates, Inc. d/b/a Adasina Social Capital, not investment-related, 548 Market Street, Suite 60335, San Francisco, CA 94104, 03/2023, Stewardship Circle Committee Member to advise on social justice issues, 4 hours, three times a year

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31

Designations