I am a Registered Representative and Branch Office Supervisor at Transamerica Financial Advisors, where I am dedicated to offering financial solutions to families and overseeing security trades within our branch. Even after 30 years in this industry, my excitement and passion for what I do remain as strong as ever. I truly believe in the impact I can have on a family's financial future.
My career journey began with a bachelor's degree in business from UC Riverside in 1995, and I previously worked at Arco before transitioning into the financial sector. Over the years, I've obtained the Series 6, 63, and 26 securities licenses, as well as Life & Health licenses and the Certified Financial Educator (CFEd) designation. These credentials enable me to provide knowledgeable and comprehensive financial guidance to my clients.
I'm motivated by the growing demand for services in our industry, and I take pride in making a difference in my clients' financial futures. One of the most rewarding aspects of my job is witnessing clients' reactions when I share essential concepts like Building a Financial Foundation, X-Cure, and the Rule of 72. It's as if a light turns on, illuminating their understanding and potential for growth. I believe the greatest value I offer is empowering clients with knowledge on building their financial foundations through four key steps: Proper Protection, Debt Management, Emergency Funds, and Investments.
On a personal note, my family immigrated from Vietnam in 1979, and my parents instilled in me the importance of family and resourcefulness. I now live in Rancho Cucamonga, California, with my wife and junior high school sweetheart, Marites, and our son, Mathew. Outside of work, I am an active member of Sacred Heart Catholic Church. My personal passion is securing my family's future, and I enjoy fishing, movies, traveling to new destinations, and cooking. In my free time, I love spending quality moments with my family and relaxing with my group of childhood friends.