The Team

WisdomSource Wealth Advisory Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Phuong Pham

Phuong Pham

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Investments
  • Saving for Education

Education

B.S., Business Finance, 2005, San Jose State University, San Jose, CA
CA Insurance #0F01713

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Thuyhuong Le

Thuyhuong Le

Private Wealth Advisor

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Designations

MBA, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

University of California, Santa Cruz - Financial Planning, San Jose State University - BS Finance, California Lutheran University- MBA
CA Insurance #0E38694

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Sarah Clish

Sarah Clish

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

University of California, Berkeley, BS in Business Administration, University of Santa Cruz, Certificate in Human Resource Management
CA Insurance #0D53207

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James Park

James Park

Branch Manager

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Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science, Santa Clara University 1995
CA Insurance #0C56937

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Our Staff

Andrew Sides

Andrew Sides

Registered Client Service Associate