1998 S Bascom
Campbell, CA 95008
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It is my pleasure to serve the financial needs of people in the Bay Area and Silicon Valley areas. My experience in the financial industry started in 2012. I hold a Bachelor of Arts degree in economics and a Bachelor of Science degree in biological science from the University of California, Davis. I am fluent in Vietnamese. California Insurance License #0H19282.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I enjoy traveling, exploring, camping, hiking and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office1998 S Bascom
Campbell, CA 95008
Secondary office2875 The Villages Pkwy
San Jose, CA 95135
Secondary office377 Santana Row
San Jose, CA 95128
Secondary office3600 Juliette Lane
Santa Clara, CA 95054
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.