Team

Thao Truong is a portfolio administrator at Financial Alternatives, Inc.

After graduating from the University of New Hampshire in 2012, she moved to California and started her career in wealth management with a well-respected firm based in San Francisco. She joined our team in May 2015 and works directly with our clients to maintain accounts and provide operational and investment support including quarterly investment reporting and trade execution.

Thao was originally born and raised in Vietnam. She left her country at the age of 15 to further her education in the US. Through a wide range of personal and professional experiences she learned the importance of long term financial planning. Thao has a keen interest in learning the art of financial planning and investment management and plans to pursue additional professional education in these areas.

She speaks three languages: English, Vietnamese, and French.  In her spare time, Thao enjoys spending time with her family and friends, cooking, surfing, hula dancing, hiking, snow boarding, and travelling.

Thao-Truong-15

Contact
(858) 459-8289 ext. 305
thao@financialalternatives.com

Education
B.S. Finance with minor in Economics
Magna cum laude
University of New Hampshire