What we do
We help empower clients to understand their financial goals and dreams through our comprehensive approach to financial planning and wealth management, guiding them along the way.
How we do it
Our team accomplishes this by learning about our clients’ preferences and concerns, being authentic and accessible, helping them navigate through financial ups and downs, and providing them with insightful recommendations.
Who we are
For years, we sought a unique name for our team, avoiding the typical use of partners’ last names.
In June 2023, one of our founders, Phuong Quach (PQ), dined at a restaurant named "Animo" in Sonoma, California. Intrigued by the name, PQ learned it means "from the heart" in Latin.
Inspired, PQ researched further and found three phrases that embodied our client approach:
- “Ex animo” – “from the heart”
- “Aequo animo” – “with even mind, calmly, patiently”
- “Uno animo” – “with one mind”
Our name and these pillars reflect the core values that define our team.
"Animo Advisors" represents our dedication to being Authentic, helping clients Navigate their personal economy with Integrity, and delivering Meaningful strategies that focus on their Objectives.
Our Core Values
Authentic
Navigate
Integrity
Meaningful
Objectives