Lingfeng Lu in

Lingfeng Lu

Login to view DISC.
Founder, Wealth Adviser at LUMINA WEALTH LLC
📍 United States

Lingfeng Lu is the Founder and Wealth Adviser of Lumina Wealth LLC in Conroe, Texas. Recognized by Forbes as a Best-in-State Financial Security Professional, he specializes in retirement planning, estate planning, and investment management for individuals and families. He earned his Bachelors degree from Minnesota State Moorhead and holds Series 7 and 65 certifications.

He is a driven professional who was first inspired to pursue a career in finance after watching the movie "The Pursuit of Happyness" in high school. This motivation led him to earn his Series 7 license after months of dedicated study and perseverance, a certificate he proudly framed.

Unique fact: In addition to his financial expertise, Lingfeng is fluent in Mandarin.

Read the full overview →
Experience
8 Years
Current Role
Founder, Wealth Adviser
Job Level
Leadership
Location
United States
Personality Overview

How Lingfeng shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Lingfeng cares about

Holistic Wealth Management
He focuses on comprehensive financial strategies, including retirement, college funding, and lifetime income, to help clients meet their long-term goals.
Entrepreneurship
Recently launched his own firm, Lumina Wealth LLC, demonstrating a significant entrepreneurial step after building his career with New York Life.
+5 more topics Login to view topics
Career

Work history

5-2026
Founder, Wealth Adviser
LUMINA WEALTH LLC
8-2025
Financial Advisor
Eagle Strategies LLC
7-2024 - 5-2026
Financial Advisor
OpenWin Financial & Insurance Services LLC
2-2020
Financial Services Professional
NYLIFE Securities LLC
12-2017
Agent
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2015
Bachelor’s Degree
Minnesota State Moorhead
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Lingfeng. Free, 10 seconds.