Phong has served our clients unique financial needs as a dedicated financial planner since 1998. His expertise extends in all facets of financial services with special emphasis in financial plan design, retirement income security planning, estate planning, tax reduction strategies and insurance analysis.
Phong holds the certification of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and the Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC) designations from the College of Financial Planning. He is a constant learner and always strives to be the best in advising and serving clients.
Phong graduated with honors from Case Western Reserve University in Cleveland, Ohio with both bachelor and master's degrees in Engineering. He also received his MBA from Rensselaer Polytechnic Institute in 1990. Phong is an active member of the Orange County Chapter of the FPA (Financial Planning Association) and is a volunteer with various youth groups. He enjoys volleyball, tennis, and skiing with his wife, daughter and son.