Phuong Mai

Wealth Management Associate

Phuong Mai


“A day without laughter is a day wasted.”
– Charlie Chaplin

Phuong the lionhearted liaison.

Phuong is TWA’s advisor support and client liaison. It’s a job full of complex details and deadlines, but somehow Phuong remains one of the most relaxed, upbeat people you’ll ever meet. With a B.A. in Economics from U.C. Berkeley and a background as an Executive Assistant for a Silicon Valley real estate firm, Phuong brings not only a solid work ethic and warm personality, but a wealth of valuable knowledge. Plus, her desk drawer is always stocked with chocolates. We appreciate that.

Phuong the new mom.

Over the years, Phuong and her husband have trekked the world, including an enlightening two-month excursion throughout Asia. Today, as new parents to a baby girl, they have a whole different kind of adventure ahead. With devotion to family and friends at the core of her being, it goes without saying that Phuong is over the moon with her new role. And as for her talent for keeping a sense of humor under duress? Phuong credits that to Charlie Chaplin’s credo: “A day without laughter is a day wasted.”

What Transitions means to Phuong, and vice versa.

Phuong enjoys TWA’s open environment that lends itself to a lively exchange of ideas, humor, and respect. “I call it our office charisma,” Phuong says, adding that she is proud to work for a forward-thinking company where integrity is a core value. TWA is a company where the client is always at the center of decisions, a luxury she isn’t sure she would have working in the corporate world. For us, Phuong’s rich experience, passion, and positive energy make her a great asset to our team.