Phuong N. Quach,  CFP<sup>&reg;</sup> - Financial Advisor

Phuong N. Quach, CFP®

CRPC

Private Wealth Advisor

Ameriprise Financial

3945 Freedom Cir, Ste 460
Santa Clara, CA 95054
FINANCIAL ADVISOR'S WEBSITE
(408) 330-9220 CONNECT WITH Phuong
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General

Phuong Quach is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Santa Clara, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC®) Behavioral Financial Advisor (BFA™)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Retirement, Startup, Life Planning, Long-term Care, Succession Planning, Nontraditional Households, Special Needs, Women's Finances

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