Phuong N Quach, Private Wealth Advisor serving the Santa Clara, CA area - Ameriprise Advisors

Phuong N Quach

CFP®, BFA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I get to know my clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. I am committed to providing advice in your best interest, and I’m proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how I can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Building for tomorrow while living for today

If you’re buying a new home, renovating your existing one, making a major purchase or managing cash flow, Ameriprise has a range of flexible lending solutions that can help you achieve your goal.

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My videos

7 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)