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Our Custodian-LPL

Allset Approach

Retirement Planning

For Federal Employees

For Tech Employees

Investment Account

Financial Planning

Our Custodian-LPL

Allset Approach

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Financial Planning

The Virginia 529 Guide: Per-Account Deductions, Unlimited Carry-Forward & Investment Strategy

Danni Shen, CFA® 3/13/26 Danni Shen, CFA® 3/13/26

The Virginia 529 Guide: Per-Account Deductions, Unlimited Carry-Forward & Investment Strategy

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Contact

Shuo Li (240)316-8158
Shuo.Li@LPL.com

Danni Shen (301)547-4054
Danni.Shen@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD 21030

909 Rose Avenue, Suite 605
North Bethesda, MD 20852

Shuo Li and Danni Shen are Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

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