Chiahsin Lu
Financial advisor at CL Family Consulting
Chiahsin Lu is a fiduciary financial advisor in Las Vegas, Nevada, with 8 years in the industry. Chiahsin joined CL Family Consulting in 2020, a firm offering selecting outside investment managers.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Services through CL Family Consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCL Family Consulting LLCCurrent firm
Questions to ask Chiahsin
Tailored to Chiahsin’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Chiahsin
How do I contact Chiahsin?
Call CL Family Consulting at (617) 388-9422 and ask for Chiahsin Lu. Chiahsin works from the Las Vegas, NV office.
How long has Chiahsin been a financial advisor?
Chiahsin has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Chiahsin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chiahsin a fiduciary?
Chiahsin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chiahsin paid?
CL Family Consulting reports being paid by other fees. Ask Chiahsin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.