Thao  Truong,  CFP<sup>&reg;</sup> - Financial Advisor

Thao Truong, CFP®

Morton Wealth, LLC

27200 Agoura Rd, Ste 200
Calabasas, CA 91301-5127
(818) 206-2956 CONNECT WITH Thao
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General

Thao Truong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morton Wealth, LLC in Calabasas, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Personal Taxes, Women's Finances

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