This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2023
- Office Locations
- 1
Office Locations
About Enso Financial
Enso Financial is a Phoenix-based, fee-only firm serving clients nationwide with hourly advice, ongoing planning, and asset management. Led by Prudence Zhu (CFP, CPA, Certified Financial Therapist), it focuses on cross-cultural couples, immigrant families, pre-retiree couples, and women in transition. The practice delivers practical, values-aligned guidance across taxes, investments, insurance, estate planning, retirement, and day-to-day money decisions, with bilingual English/Mandarin support.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
YUANFANG ZHU
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #7808876
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,302,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,302,022 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing