P.Q. Le, ChFC®, CLU®
P.Q. entered the financial services industry in January 1985. Working with some leading global financial companies, he has acquired multinational and multicultural market experience in banking products and services, business planning strategies, financial and estate planning strategies, investment advisory, and wealth management. He has been involved in the successful launch and development of market startups.
In the past seven years, P.Q. has engaged members of multi-ethnic Asian communities in discussions relating to financial matters. He has been invited to present seminars and workshops on various topics of Financial Wellness Education to various diverse and ethnic participating communities. Today many families, professionals, and small business owners have learned to apply these financial concepts and principles to greatly improve their financial well-being.
P.Q. has also helped train and develop local diverse leaders to become successful financial professionals, advisors, and planners. As a recent example, in 2019, he mentored a third-year financial advisor who qualified as an MDRT Court of the Table.
Licenses and Securities Registrations
P.Q. holds Life, Health and Variable Products, Property/Casualty Insurance licenses, in addition to FINRA Series 6, 7,63, 65, 66, 26 and 24 registrations. He is a Certified Life Underwriter (CLU ®) and a Chartered Financial Consultant (ChFC ®). He also holds professional membership in FINSECA.ORG.
P.Q. graduated from the University of Tennessee with a Bachelor of Science in Mechanical and Manufacturing System Engineering with honors and was a member of Tau Beta Pi Engineering Honorary Society. He completed all core coursework from Crummer Graduate School of Business of Rollins College in the Executive Master of Business Administration program in finance and international business and qualified as a member of Beta Gamma Sigma MBA Honorary Society. He earned the Certification of Retirement Planning from the Wharton School of the University of Pennsylvania.
P.Q. currently lives in Northeast metro Atlanta with his wife and their two career professional children. They are very involved in church and ethnic communities.
In 2017 former Georgia Secretary of State Brian Kemp (now Georgia governor) recognized P.Q. Le as an Outstanding Georgia Citizen as a Goodwill Ambassador for his involvement in various Asian American organizations in GA.
Milllion Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.