Thuong is a high energy leader with great enthusiasm for her clients and her work. After joining us in 2013 as a Financial Advisor, she proved to be someone her clients and colleagues could rely on for outstanding service and integrity. She soon became a Principal of the firm and moved into a leadership role with our Bay Area advisory team.
As a CERTIFIED FINANCIAL PLANNER™, Thuong consistently demonstrates the highest level of professional competence, but she also knows that patience and understanding are essential elements of effective client work, and she sets the example for her team every day. She helps her clients achieve a big-picture perspective on their lives, which becomes the basis for their long-term financial plans. From prioritizing and identifying immediate deficiencies to protecting assets and providing for families, businesses and the community, Thuong ensures that all things are thoughtfully considered.