Broker Check
Pak Le, CLTC, CFF

Pak Le, CLTC, CFF

Director of Financial Planning

Pak’s extensive experience in the Financial Service field, couple with her passion for financial planning, has made her a valuable asset to WizdomFinancial Advisors LLC. Working alongside a team of like-minded individuals, Pak is dedicated to helping clients achieve their financial goals.

Outside of her professional life, Pak shares a fulfilling personal life with her best friend, her husband and their family.  Their household is a lively one, complete with what Pak affectionately refers to as “the zoo” – four dogs, a cat and is in the process of adding a school of koi to the mix.  As a military wife, she understands the unique challenges of balancing work, family and caregiving.

Driven by her own experiences, particularly caring for her mother after a stroke for over 15 years, Pak has developed a focus on assisting women who are striving to “do it all.” She recognizes the challenges faced by the sandwich generation and strives to help navigate through these complexities. Educating client in how to save and achieve both short term and long term gains.

In her spare time, Pak is deeply involved in volunteering activities. She contributes her time and efforts to organizations, such as Soldiers Angels, the Guide Dog Foundation/American VetDogs and her local church. Notably, Pak and her family have been involved in raising and temporarily housing service dogs during their training.  They are even considering a puppy-raising another feisty black lab nurturing its potential to become a service dog to a first responder or veteran.

Pak’s commitment to financial planning, her understanding of the challenges faced by military families, and her dedication to caregiving and volunteer work makes her a well-rounded and compassionate professional. Her unique perspective and diverse experiences enable her to connect with clients on a personal level, offering them not only financial guidance but also empathy and support in navigating life’s multifaceted challenges.

My Schedule Is Yours: https://calendly.com/ple-8


Tennessee Office Address: 

2005 Venture Park Kingsport, TN 37660