Liem Hoang (CFA, CFP®, JD)

Liem Hoang focuses in the
following client markets or areas of practice:

  • AUM
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

August 08, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1001 S. Dairy Ashford Suite 100-167 Houston, TX 77077 Phone: (281) 339-8689