Stephen Jeung

Stephen Jeung, Founder and CEO of Jeung Agency, has partnered with over 70 of the top financial institutions in the industry to provide premier solutions and deliver alpha for his clients. These strategic partnerships allow him to offer a broad range of high-quality financial products and advanced strategies, ensuring that each client has access to the best options tailored to their unique goals and needs.

Prior to founding Jeung Agency, Stephen built a strong foundation as a Financial Advisor at prestigious firms like Merrill Lynch, where he honed his expertise in retirement planning, investment management, and risk mitigation. His comprehensive, client-centric approach focuses on designing tailored strategies that address every aspect of financial life — from building retirement savings and protecting estates to creating generational wealth.

Estate planning is a key pillar of Stephen’s services. He works closely with clients to protect their assets, honor their legacy, and ensure a smooth transfer of wealth to future generations. Whether drafting wills, establishing trusts, or implementing tax-efficient strategies, Stephen’s estate planning expertise helps families secure their financial future.

Retirement planning is another cornerstone of Stephen’s practice. He partners with individuals and couples to craft strategies that ensure a comfortable, confident retirement — managing investments, maximizing pension benefits, and implementing solutions like fixed index annuities. His personalized roadmaps help clients retire with security and peace of mind.

In addition to his work with individuals, Stephen specializes in helping businesses design and manage retirement plans, including customized 401(k) and 403(b) solutions. His strategic guidance ensures that businesses not only offer competitive, compliant retirement benefits but also align their plans with long-term organizational goals.

Recognizing the complexities of today’s financial landscape, Stephen integrates life insurance, estate planning, wealth management, and asset protection into a seamless strategy for each client. His deep understanding of financial markets, coupled with a disciplined risk-management approach, empowers clients to make informed decisions that mitigate risks and maximize growth potential.

A licensed financial professional, Stephen remains committed to staying at the forefront of industry trends through active participation in leading professional organizations. This dedication ensures that his clients benefit from the most current and effective strategies available.

At Jeung Agency, Stephen’s mission is clear: to help individuals, families, and businesses not just protect their financial future — but to thrive in it. Through customized retirement planning, sophisticated investment strategies, tailored business retirement solutions, expert estate planning, and comprehensive insurance services, Stephen empowers his clients to achieve lasting financial success with confidence.