Phuong Mai
Associate Advisor
Phuong the nimble navigator.
Phuong joined TWA in 2014, developing a diverse skill set in client services, investment operations, and financial planning over the years. Known for her relaxed and upbeat demeanor, she navigates the complexities of her role with grace. Her past “life” as a realtor helped to instill a respect and understanding of the difficult decisions clients often face about their hard-earned savings. Phuong is dedicated to serving her clients with sincerity and commitment, prioritizing their needs and fostering trust in every interaction. Phuong earned her B.A. in Economics from U.C. Berkeley and holds both FINRA Series 7 (General Securities) and Series 66 (Uniform Combined State Law) licenses.
Phuong the explorer.
Over the years, Phuong and her husband have trekked the world, including an enlightening three-month excursion throughout Asia. They now share these adventures with their daughter. With a deep devotion to family at the heart of her life, Phuong cherishes her role as a mother. They enjoy finding new ways and destinations to explore as a family.
What Transitions means to Phuong, and vice versa.
Phuong thrives in TWA’s open environment, which encourages lively exchanges of ideas, humor, and respect. She takes pride in working for a forward-thinking company where integrity is a core value. For our team, wealth management is not a one-time event, but a long-term collaboration focused on clients’ personal and financial goals, often spanning years or even decades. Building enduring client relationships is a privilege we hold dear. At TWA, we recognize Phuong’s rich experience, passion, and positive energy as invaluable assets to our team.