鹿凌峰首次入選《福布斯》/ SHOOK Research 2026 年德州頂尖金融保障專業人士榜單

(美南新聞休斯頓訊) 《福布斯》於 2026 年 7 月9日發佈由 SHOOK Research 評選的 Forbes | SHOOK Best-In-State Top Financial Security Professionals 榜單。鹿凌峰先生在職業生涯進入第九年之際，代表 Lumina Wealth｜New York Life 位於德克薩斯州Conroe辦公室首次入選榜單，並在德州南部地區排名第 26 位。

榜單中的專業人士由獨立研究機構 SHOOK Research 根據多項定性與定量標準進行研究、盡職調查及綜合評估後選出。

專業表現深受肯定

根據《福布斯》公佈的榜單資料，鹿凌峰先生所服務典型客戶的淨資產範圍為 $100 萬至 $ 4 億美元，其所管理的人壽保險保單總保額達$ 3.02 億美元。此次入選體現了其在金融保障規劃、客戶服務及保單管理方面的專業表現，也反映了客戶長期以來給予他的信任。

鹿凌峰是 Lumina Wealth LLC 的創始人兼財富顧問，同時擔任 Eagle Strategies LLC 的投資顧問代表，以及 NYLIFE Securities LLC 的註冊代表，FINRA 註冊編號為 6888866。他已通過美國金融業監管局（FINRA）證券行業基礎考試（SIE），並持有 Series 6、Series 7、Series 63 及 Series 65 證券註冊資格，同時持有人壽與健康保險、殘疾收入保險及長期護理保險相關執照。

鹿凌峰先生秉持“己所不欲，勿施於人”的服務理念，並以此作為為客戶制定每一項規劃與建議時的重要準則。

鹿凌峰於 2018 年 2 月加入紐約人壽，並通過 NYLIFE Securities LLC 提供證券相關產品及服務，目前已進入在公司的第九個年頭。他憑藉説明客戶應對日益重視財富保護、風險保障及財富傳承的金融環境而獲得此次認可。

“我們非常榮幸看到鹿凌峰入選這一享有盛譽的榜單，”紐約人壽休士頓總辦公室管理合夥人 Robert Hodgkiss 表示，“長期以來，紐約人壽一直深知鹿凌峰是我們團隊中一位非常寶貴的成員。他也為所在社區中眾多家庭及企業提供了重要的服務與支援。”

鹿凌峰畢業于明尼蘇達州立大學莫爾黑德分校，獲得工商管理學士學位。鹿凌峰分別在亞利桑那州鳳凰城及德克薩斯州休斯頓設有辦公室，致力於為個人、家庭和企業主提供金融保障、退休、投資及財富傳承方面的規劃服務。

有關《福布斯》全美各州頂尖金融保障專業人士榜單及排名方法的更多資訊，請訪問：

https://www.forbes.com/lists/best-in-state-financial-security-professionals/

鹿凌峰的《福布斯》個人排名頁面：https://www.forbes.com/profile/lingfeng-lu/?list=best-in-state-financial-security-professionals

聯繫方式

電話: 480-275-0757 | 832-938-6665

Email: LLU@LuminaWealthLLC.com

Website: LuminaWealthLLC.com

SHOOK Disclosures

The Forbes | SHOOK® Top Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).

SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.

Investment performance is not a criterion, as client objectives and risk tolerances vary and these professionals rarely have audited performance reports. SHOOK Research's rankings are intended to help investors identify and evaluate financial services professionals and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific financial services professional. SHOOK Research does not assume any liability for actions taken based on the rankings.

Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of SHOOK Research's methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

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