Stephen Jeung

Stephen Jeung is the Founder and CEO of Jeung Agency, an independent financial services firm serving clients in all 50 states. With over 25 years of experience in insurance and financial services — including time as a Wealth Manager at Merrill Lynch — Stephen has built a reputation for helping individuals, families, and businesses protect their assets, grow their wealth, and plan for a secure future.

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Stephen has partnered with over 70 top-rated financial institutions to provide premier solutions 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.

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His comprehensive, client-centric approach covers every aspect of financial life: building retirement savings, protecting estates, creating generational wealth, and helping businesses design and manage retirement plans including customized 401(k) and 403(b) solutions.

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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 and effective financial guidance available.