The job of an advisor is one of immense trust and responsibility. In his role as Vice President, Investments, Tuan assists his clients through a process informed by experience and understanding their specific needs, developing appropriate recommendations based on those needs and providing unbiased opinions.
Tuan has 27 years of experience in the financial industry, eight of which span across the Pacific Ocean to Tokyo, Japan where he worked in institutional sales trading crude oil. As a trilingual advisor, English, Japanese, and his native Vietnamese, Tuan leverages his global experience to better serve his clients, with a specialty in working with high net worth individuals and families looking for an effort to create inter-generational wealth. His overall goal is to develop simple integrated tax-efficient strategies that help clients work towards achieving their goals.
Tuan earned his dual major Bachelor’s degree in Finance and Marketing from Drexel University in Philadelphia, Pennsylvania. He followed that up with his MBA in Finance from the University of California, Irvine. When he isn’t working with his clients, you can find Tuan volunteering at his church, building contemporary homes or cooking with his wife and three daughters. He is a family man and takes pride in watching his daughters excel in competitive gymnastics.
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