My parents came to the United States as political refugees after the Vietnam War.
My parents were hard working farmers, but our family struggled financially because my parents did not understand how the US financial systems worked and had no investment knowledge and experience to create a better financial outcome.
My experience growing up with financial struggle inspired me to pursue my financial planning career to help myself and others like my parents – towards accumulating and building wealth in pursuit of a stronger financial future.
Today, I am a CERTIFIED FINANCIAL PLANNER® professional with over 18+ years of experience in the financial industry. I have spent over a decade helping individuals, families and small businesses build and preserve their wealth through financial planning.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.