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 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.
Get in Touch Today!
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.
Fidelity Investments is an independent company, unaffiliated with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS). Fidelity Investments is a service provider to Kestra IS and Kestra AS. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied byt he information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra IS or Kestra AS and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.