Profile: Investment News 40 under 40

Many thanks to Investment News for highlighting my work and issues I care about. An excerpt:

“I want to help financial planners feel more fluent and comfortable talking about financial history in relation to our work,” said Ms. Luong, 33, founder of Just Wealth. “I’m trying to get that information out there.” For example, she wants advisers to be aware of the generational impact on people of color, of barriers such as discriminatory mortgage lending practices and the systemic tax advantages that have helped white homeowners retain wealth. Sharing and acknowledging this history will help alleviate the shame that people with lower wealth sometimes feel, Ms. Luong said.

The short profile can be read here: https://www.investmentnews.com/section/40-under-40/2019/profile/34/Phuong-Luong.