With 14 years in the financial services industry, I have experience in retirement planning, investments, and insurance strategies. I hold Life & Health licenses as well as Series 6, 63, and 65 securities licenses, which allow me to provide comprehensive guidance to clients at all stages of their financial journey.
My philosophy is simple: always put the client’s best interests first. I take the time to truly understand their goals, challenges, and values, then design strategies that are not only effective but meaningful. I believe in transparency, education, and long-term relationships built on trust and consistent follow-through.
Before entering the financial services industry, I proudly served eight years in the U.S. Army. That experience instilled in me discipline, resilience, and a deep commitment to serving others. These are values that now guide the way I support my clients. What motivated me to join this industry was the desire to continue serving people in a new way: helping families protect what they’ve built, plan for the future, and feel confident no matter what comes their way.
I work with a diverse range of clients, from young professionals just starting out, to families building long-term security, to high-net-worth individuals seeking advanced estate and wealth transfer strategies. The most rewarding part of my career is being a lifelong partner for my clients. Someone they can count on today and for years to come.
Originally from Saigon, Vietnam, I moved to the U.S. at age 8 and now live in Orange County, California. My wife has been my partner in both life and business for the past 12 years, and together we’re raising two wonderful daughters: a high schooler excelling in her studies and a joyful six-year-old who keeps us on our toes.
Outside of work, I love traveling with my family, exploring new places, and creating lasting memories together. I also enjoy Indian cuisine (especially goat curry!) and value time spent with loved ones above all else. My guiding principle is rooted in kindness, honesty, and service, which I believe creates blessings that last a lifetime.
And for a fun fact—when I served in the Army, most people couldn’t pronounce my Vietnamese name, Duong Dinh, so they called me “Ding Dong.” For the longest time, I didn’t even realize they were talking to me!