Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Thuong Thien headshot
"Connecting with my clients is the most fulfilling aspect of my job. I’m interested in who they are, where they came from, and where they want to go in life. I aim to be an indispensable part of their lives; to mitigate their financial worries and ensure that they are able to safely move through each financial challenge and phase of life."

Thuong Thien

Senior Financial Advisor

San Francisco, Redwood City