Thuong is a high energy leader with great enthusiasm for her clients and her work. After joining us in 2013 as a Financial Advisor, she proved to be someone her clients and colleagues could rely on for outstanding service and integrity. She soon became a Principal of the firm and moved into a leadership role with our Bay Area advisory team.
As a CERTIFIED FINANCIAL PLANNER™ professional, Thuong consistently demonstrates the highest level of professional competence, but she also knows that patience and understanding are essential elements of effective client work, and she sets the example for her team every day. She helps her clients achieve a big-picture perspective on their lives, which becomes the basis for their long-term financial plans. From prioritizing and identifying immediate deficiencies to protecting assets and providing for families, businesses, and the community, Thuong ensures that all things are thoughtfully considered.
Prior to joining Team Hewins, Thuong spent six years at JSF Financial in Los Angeles as an Operations Manager and Trader, honing her ability to help clients develop holistic, personal financial plans while managing the operations of the firm.
Thuong graduated from UCLA with a Bachelor of Arts in Economics, minors in Global Studies and Southeast Asian Studies, and thereafter earned her Certificate of Personal Financial Planning. While at UCLA, she worked at the international school, assisting a diverse group of international students in exploring educational opportunities and American culture, demonstrating the kind of commitment to service we love to see.
Thuong appreciates the connectedness of every aspect of a person’s financial life, and the areas of planning she enjoys most include retirement planning, tax planning, wealth transfer & charitable planning, and investment planning.
In her free time, Thuong enjoys traveling abroad, meeting new people, and experiencing diverse cultures.
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