phuc dang

phuc dang

wealth advisor, cpa, cfpÂ

About

Experienced planner helping families improve their financial lives

Country

united states

City

seattle

Industry

financial services

Skill

wealth management, retirement planning, estate planning, income tax planning, insurance, investments, college education planning, modern portfolio theory, asset allocation

Experience

becu

member services

becu

1996-9 - 2002-9 · 6 yrs 1 mo
internal revenue service

revenue agent

internal revenue service

2002-10 - 2003-9 · 1 yr
merriman, llc

wealth advisor, cpa, cfpÂ

merriman, llc

2003-10 - Present · 23 yrs

Education

ballard high school (seattle, washington)

ballard high school (seattle, washington)

university of washington

university of washington

business administration

university of washington - michael g. foster school of business

university of washington - michael g. foster school of business

accounting

1996-1 - 2000-1 · 4 yrs 1 mo

Activities and Societies: Circle K

phuc dang's Contact Information

Email

******@***.com

Phone

(**) *** ****

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