Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

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

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving

Awards & recognition

  • Quach, Chien, Styczynski & Associates, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Quach, Chien, Styczynski & Associates, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Phuong N Quach, Forbes Best-in-State Women Wealth Advisors, 2024
  • Phuong N Quach, Five Star Wealth Manager, 2019, 2020, 2021, 2022, 2023
  • Phuong N Quach, Ameriprise Circle of Success, 2020, 2021, 2022, 2023

Community participation

At Quach, Chien & Associates, we are passionate about giving back when and where we can. We donate money and time to various organizations like Feeding America, Foundation for Financial Planning, Leukemia & Lymphoma Society, Parents Helping Parents, SIFMA and VIA, just to name a few.

Additionally, we encourage multi-generation volunteering. Occasionally we make volunteering a family affair by hosting events for friends and clients with kids. One year, we made and donated almost 100 dog and cat toys to the Humane Society of Santa Clara.

We are committed to engaging our community in positive ways and making our world a better place.

Honored to be recognized in Forbes

All of us at Quach, Chien, Styczynski & Associates are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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