I am a CERTIFIED FINANCIAL PLANNERTM and Wealth Advisor with over 20 years of experience working with business owners, women and families. I strive to deliver more than just a good return on your investments. I am also dedicated to guiding you through life’s critical financial junctures. I get to the heart of the issues and strive to make the complex simple.
Since 1995, I have guided clients through good markets and bad, while striving to deliver meaningful and measurable results. I build, maintain and track investment portfolios with an emphasis on low-cost, high quality investments and sustainable and socially responsible investing.
In today’s ever complicated financial world, it’s important to have a team of experienced advisers working together on your behalf. I can collaborate with your existing advisers as well as help you build a coordinated team of professional advisers that may include CPA’s, attorneys, business advisers, real estate agents, mortgage brokers and insurance agents.
Since 2006, I have been active with Soroptimist International of Chico, an international volunteer organization dedicated to improving the lives of women and children in the local community and around the world. Throughout my membership, I have held many Board of Director and Committee Chair positions.
I was born in Vietnam, raised in Texas and went to college in New York City. My family enjoy local theater and going to the movies. As a self proclaimed foodie family, we often visit the local farmers market and Yelp the next meal when traveling. I am also a fan of Ted Talks and lively discussions at book club.