Eunsoo Chung
Investment adviser representative at Xypn Sapphire
13 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Xypn SapphireAug 2025 to now
- Wealthpeace LLCAug 2025 to now
- Xypn InvestAug 2025 to now
- Guiding Wealth Management LLCOct 2023 to Aug 2025
- Caregen Wealth Management LLCOct 2022 to Nov 2023
- Home MakerJan 2019 to Sep 2022
- Trinitas Partners LLCApr 2013 to Dec 2018
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7697588
- Firm CRD
- 285967