Enpo Tu is a CFP-designated registered investment advisor at My Financial Coach Planning, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Enpo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
My Financial Coach Planning offers membership-based financial planning services. Clients pay an onboarding fee (which may be waived or discounted) and a monthly recurring fee that can be canceled at any time. All fees are refundable within the first 30 days of service.
Location
7014 East Camelback Rd, Suite B100A, Scottsdale, AZ, 85251-1257
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Enpo is on the finance committee at his parish, offering input on the budget and financial state of the church, dedicating minimal time. He also writes white papers about financial topics and posts them to social media, personal website, or LinkedIn, spending a few hours per week on this activity.
Employment History
Current Registrations
My Financial Coach Planning, LLC
Previous Registrations
Learnvest Planning Services, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.