Thuong Thien (CFP)
Thuong Thien focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Hi, I'm Thuong, Principal and Senior Financial Advisor at Team Hewins. As a CERTIFIED FINANCIAL PLANNER™ professional with over sixteen years of experience, I specialize in providing financial planning for corporate executives and attorneys. In addition, I specialize in equity compensation, executive compensation, wealth transfer & charitable planning, investment planning and socially responsible investments.
My goal is to empower clients with the resources and clarity to make well-informed financial decisions. I provide a high level of personalized support and advice. From prioritizing and identifying immediate deficiencies to protecting assets and providing for families, businesses, and the community, I ensure that all things are thoughtfully considered.
Because we are looking to form long-term relationships with clients, we do not typically engage on a one-time project basis. We charge an asset-based fee that covers all of our financial planning and investment management work. Our fee schedule is tiered, based on a percentage of the market value of the assets under management.
Let’s make a plan – Schedule a quick complimentary call here.
Additional Information
I graduated from UCLA with a Bachelor of Arts in Economics, minors in Global Studies and Southeast Asian Studies, and thereafter earned my Certificate of Personal Financial Planning. While at UCLA, I worked at the international school assisting a diverse group of international students in exploring educational opportunities and American culture; a commitment to service is very important to me.
NAPFA Start Date
July 16, 2019
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