About Len

My name is Len Pang, a Financial Wellness Professional with over two decades of experience helping individuals and organizations navigate complex financial decisions. I’m a licensed investment professional with over 15 years of experience and hold the Series 6, 63, 65, Life & Health Insurance, and CRC (Certified Retirement Counselor).

Throughout my career, I’ve worked directly with employees, plan sponsors, and financial professionals to improve retirement readiness, increase financial confidence, and deliver meaningful education that drives real results. I’ve had the opportunity to work with some of the most recognized retirement plan providers, including Great-West, Prudential Financial, and Empower.

I’ve led numerous group workshops, one-on-one consultations, and large-scale education programs—helping individuals better understand their benefits, manage their finances, and plan more effectively for the future.

Through these experiences, I identified a critical gap: many employees genuinely want to save and follow financial advice, but struggle to do so due to a lack of foundational financial knowledge—particularly around managing day-to-day finances and identifying where the money comes from to invest for the future.

This realization became the driving force behind my work in financial wellness.

I focus on helping individuals connect the dots—from mastering everyday financial habits like budgeting and debt management, to building the confidence and ability to invest for long-term goals such as retirement.

My approach is simple: Make financial concepts clear, practical, and actionable—so people can take control of their financial future with confidence..