P: 206-453-3028 | F: 206-708-6687
Thanh is committed to providing his clients and their families with advice, simplifying complex financial decisions and helping his clients arrive on appropriate conclusions aligned with their financial goals. His focuses are in the areas of investment management, risk management through various forms of insurance implementation, and college planning for his client’s children. Thanh believes that in order to have a successful relationship it must be based on trust, integrity, and an open line of communication.
Thanh currently resides in Green Lake and while away from the office he enjoys his time outdoors, regularly going on hiking and camping trips, and venturing to the mountain to snowboard. In the fall, he devotes his time to “Purple Saturday” as he passionately cheers on Husky football. He is also an avid foodie and is always on the search for the next hole-in-the-wall spot.
Next on his list of challenges include finishing up the Certified Financial Planner coursework, adopting a lab puppy, and growing his involvement in non-profit outreach work.