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Enpo Tu

MY FINANCIAL COACH PLANNING
Scottsdale, AZ 85251-1257
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CRD#: 6246116
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Professional summary

Enpo Tu, CFP® is a registered financial advisor currently at MY FINANCIAL COACH PLANNING, LLC located in Scottsdale, Arizona.

Enpo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Enpo has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Enpo Tu's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

March 6, 2020 - Present

MY FINANCIAL COACH PLANNING, LLC

Office #1: 7014 East Camelback Rd Suite B100a, Scottsdale, AZ 85251-1257
RIA
CRD#: 301669
Scottsdale, AZ
Past

August 9, 2017 - June 11, 2018

LEARNVEST PLANNING SERVICES, LLC

RIA
CRD#: 162453
Scottsdale, AZ
Past

December 20, 2013 - May 9, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN MATEO, CA
Past

October 9, 2013 - May 9, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN MATEO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/6/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/5/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/2013
General Securities Representative Examination

Current Firm

MF
MY FINANCIAL COACH PLANNING, LLC
MY FINANCIAL COACH | MY FINANCIAL COACH, LLC | MY FINANCIAL COACH PLANNING, LLC

CRD#: 301669 / SEC#:

Arizona
Registered Investment Advisory firm - (3/6/2020 Approved)
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Contact information

Main Address
4745 N 7th St Suite 235, Phoenix, AZ 85014
Mailing Address
Phone number
(650) 302-7330
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

MY FINANCIAL COACH PLANNING, LLC

CRD#: 301669Scottsdale, AZ 85251-1257

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