Client Service Associate
Hang assists clients with their financial needs. She works alongside the advisors to prepare for meetings and assists with financial plans. She also helps clients who call in with questions regarding their accounts, prepares and gathers appropriate information for a variety of client needs, and schedules client meetings.
Originally from Vietnam, Hang moved to the DC area with her family in 2008 where she completed her MBA at George Mason University. Her passion for financial planning emerged when she was working for Bank of America. She went on to receive a Professional Development Fellowship twice from the State Department while working in diplomatic missions in Ukraine and Malaysia which allowed her to take and pass the CFP exam in November 2022.
Hang loves learning about new places, meeting new people, and exploring new cultures. She has been fortunate to live on three continents – Asia, Europe, and North America – and has set foot in more than 20 countries. Hang has two children. She believes that there are always challenges ahead, but that if you want something badly, the universe will conspire to help you succeed.
