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Thuyhuong Le, Private Wealth Advisor serving the San Jose, CA area - Ameriprise Advisors

Thuyhuong Le

MBA

Private Wealth Advisor

Managing Director
WisdomSource Wealth Advisory Group

An Ameriprise Private Wealth Advisor

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.8 / 5 rating based on 20 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

  • University of California, Santa Cruz - Financial Planning
  • San Jose State University - BS Finance
  • California Lutheran University- MBA

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023-2025
  • WisdomSource Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ameriprise Circle of Success, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • WisdomSource Wealth Advisory Group, Ameriprise Client Experience Award, 2021-2022,2024
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • The American Beethoven Society - Board of Trustee Member
  • FALA - Financial Advisors, Lawyers & Accountants - Member
  • Morningstar Advisor
  • San Jose State University College of Business Alumni Network

Community participation

  • A Board of Trustee for The American Beethoven Society
  • A featured Alumni Member of the San Jose State University Student Alumni Association at the Networking Success from the Executive Suite
  • I am involved with the Women's Professional Club

Interests

· My hobbies and passions revolve around food, wine & travel.

· I am originally from Viet Nam, born and raised.

· I graduated from San Jose State University, University of Santa Cruz, and Cal Lutheran University.

· My family is the most important thing in my life.