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Stephen Jeung
Founder and CEO
Stephen Jeung is the Founder and CEO of Jeung Agency, a leading provider of life insurance, wealth management, retirement planning, and estate planning services, proudly serving clients in all 50 states. With over 25 years of experience in the insurance and financial industries—including time as a Wealth Manager at Merrill Lynch—Stephen has built a strong reputation for helping individuals, families, and businesses protect their assets, grow their wealth, and plan for a secure financial future.
Stephen has partnered with over 70 top financial institutions 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 every client has access to the best options tailored to their unique goals and needs.
Stephen’s comprehensive, client-centric approach focuses on designing tailored strategies addressing 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 assets, honor legacies, and ensure smooth wealth transfer through wills, trusts, and tax-efficient strategies.
In retirement planning, Stephen partners with individuals and couples to craft personalized roadmaps that maximize pension benefits, manage investments, and incorporate solutions like fixed index annuities—helping clients retire with confidence.
He also specializes in helping businesses design and manage retirement plans, including customized 401(k) and 403(b)solutions aligned with organizational goals.
Stephen integrates life insurance, estate planning, wealth management, and asset protection into a seamless, disciplined strategy that empowers clients to mitigate risks and maximize growth potential. Committed to ongoing education and active in leading professional organizations, Stephen ensures his clients receive the most current, effective financial guidance.
At Jeung Agency, Stephen’s mission is to help clients not only protect their financial future but thrive within it, through expert planning and personalized service.