Thuong Thien, CFP ®, Principal and Senior Financial Advisor with over 16 years of experience— I help my clients navigate their financial situation through comprehensive financial planning. I consider all factors, from prioritizing and identifying immediate shortcomings to protecting assets and providing for families, businesses, and the community. I graduated from UCLA with a Bachelor of Arts in Economics and minors in Global Studies and Southeast Asian Studies. While at UCLA, I worked at an international school, assisting a diverse group of international students in exploring educational opportunities and American culture; a commitment to service is fundamental to me.    Lean More about Thuong Thien...

Things to know:  

• Complimentary consultation at the beginning of the process.
• We meet with clients on their terms - in the office or online.
• Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services  
• Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.  
• We are 100% employee-owned (by 11 principals), with no outside investors or private equity.
• We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.  
• The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.