
phuc dang
wealth advisor, cpa, cfpÂ
About
Experienced planner helping families improve their financial lives
united states
seattle
financial services
wealth management, retirement planning, estate planning, income tax planning, insurance, investments, college education planning, modern portfolio theory, asset allocation
Experience

member services
becu

revenue agent
internal revenue service

wealth advisor, cpa, cfpÂ
merriman, llc
Education
ballard high school (seattle, washington)
university of washington
business administration
university of washington - michael g. foster school of business
accounting
Activities and Societies: Circle K
phuc dang's Contact Information
Phone
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