Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, 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. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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
  • WisdomSource Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • WisdomSource Wealth Advisory Group, Ameriprise Client Experience Award, 2021-2022
  • 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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.