Van has 9+ years of combined experience in accounting, financial analysis, and wealth management. Prior to joining the Financial Planning Group in August of 2012, Van spent the previous five years with Wells Fargo Family Wealth providing advisory services to high and ultra-high net worth family relationships with an average of $25MM investable assets.
Van’s passion in the planning field has helped her gain extensive knowledge in the variety planning areas including philanthropic, educational, retirement, and investment planning. Van is an active member of the Financial Planning Association. Van also serves on the Career Development Committee. She dedicates her time and effort advancing the Financial Planning Career Path and building a strong professional community.
Van received her B.A. in Business Management (2002) and M.S. in Finance (2003) from Clark University both with honor, with a minor in Mathematics. She is a Certified Financial Planner ™.
Van is of Chinese descent and was born and raised in Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes that her cultural background has enriched her life personally as well as professionally.