1050 Crown Pointe Parkway, Suite 1800
Atlanta, GA 30338
Professional Story
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
Education
Georgia State University (2018-2023)
Hobbies
Working out, Martial Arts, Piano, Coaching, Personal Development
Community Involvement
Shidokan Karate, Toastmasters
Languages: English, Vietnamese, Spanish
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, Risk Management Strategies, Financial Planning, Investment Strategies, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck