Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

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

Awards & recognition

  • Phuong N Quach, Five Star Wealth Manager, 2019-2021

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.