Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Ms. Vu is active with her alma mater and in the community. She served as Past President of Cal State University, Fullerton's Alumni Association, the University’s Planned Giving Council as well as the 35/Thirty-five Dean’s Advisory Council for the Mihaylo Business College. She is on active call-out status with Garden Grove’s Community Emergency Response Team (CERT) and volunteers her time as a Financial Literacy Education Presenter for the Consumer Credit Counseling of Orange County. For her commitment to the community, Dung received the 2015 Spirit of Volunteerism Award for exceptional service in the community! In addition, she has been recognized as an Honorable Mention for the Invest in Others Award for 2016 and 2017.