EC
CFP · PFS
EC
CFP · PFS

Eunsoo Chung

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
Loading...

Contact

EC
Eunsoo Chung

Location

1350 Old Bayshore Highway, Ste 520, Burlingame, CA, 94010

Get directions

History

Regulatory History
Clean regulatory record

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

Eunsoo works as a financial coach for E. Chung Financial Coaching since July 2022, dedicating about 10-20% of their time. The coaching sessions cover budgeting, spending habits, financial goal setting, and accountability.

Employment History
Current Registrations
Xypn Invest
August 2025 - Present · 6 mos
Previous Registrations
Guiding Wealth Management, LLC
March 2024 - August 2025 · 1 yr 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
EC
Contact
Eunsoo Chung