With the knowledge that comes with more than 18 years of experience in the financial services industry, Quang helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.

Quang has earned the designation of a Certified Financial Planner^™ professional certification, whichis maintained by meeting strict experience requirements and persistently completing rigorous financial planning courses. This includes meeting the professional standards and agreed to adhere to the CFP^® Board’s Code of Ethics and Professional Responsibility.

From financial planning to comprehensive portfolio management, Quang’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Quang has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Quang joined Raymond James in 2022 after many successful years at CUSO Financial Services including Foresters Equity Services and Merrill Lynch.

Quang lives in San Jose, CA, and is married and has 3 children. When not in the office, he enjoys spending time with his family, playing basketball, golf, and is an avid bay area sports fan.