Phuong Luong

Investment Strategist

Phuong Luong, CFP® is the Investment Strategist for Adasina Social Capital and manages the social justice investment portfolio management process. She evaluates, maintains, and champions the social justice values of the firm in partnership with the Adasina team, investors, data providers, and community partners.

Phuong understands the current and historical barriers to financial wealth for so many communities in the U.S. This knowledge comes from her experiences as a public school teacher and former nonprofit professional, her upbringing, as well as her current work outside of Adasina as a financial planner for individuals and families.

Phuong serves as the Chair of the CFP Board’s Council on Education and is a member of the Center for Financial Planning’s Diversity Advisory Group. Phuong earned a Bachelor’s degree from Dartmouth College and a Master’s degree in Special Education from Boston University. She completed the Financial Planning Program at Boston University, where she was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.