Lei Ren CEPA, EPC, B.B.A.
Harmony Score: 186
Individually, we can all improve. It involves planning, discipline and most of all, the motivation to capitalize on all the opportunities that lead to our goals. I am passionate about helping my clients actively find ways to maximize their financial efficiency through understanding their unique personal, professional and family situations. My disciplined approach to wealth and risk management has benefited clients, not only looking to mitigate current issues, but also individuals, families and entrepreneurs wanting to create, grow and protect their estates in ways that’s meaningful to them.
As the managing partner and senior strategist of Harmony Financial, I continually look for ways to demonstrate leadership that excites the firm’s clients and staff. I believe every relationship must be beneficial in Harmony Financial – leader, associates, support team and especially, clients. I remain an inspired advisor, eager to share in success.
Outside of work I enjoy spending time with my family – my two little kids keep myself and my wife Janine busy. As I am an only child, I enjoy the full attention from my parents. We have a family dinner every Saturday together. I love sports, namely basketball, soccer, golf, and bodybuilding. Lastly, I am a bookworm, on track to finish 40 books this year.