Thao Truong (CDFA, CFP®)
Planning Specialties
First Gen Wealth Builder Women in transitions Non-traditional family Cross-border planning Small Business OwnersAdditional Information
Hi, I’m Thao Truong, founder of Anora Wealth. I’m a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, but more importantly—I’m someone who believes wealth should feel like peace, not pressure.
I moved from Saigon to the U.S. alone at 16, became financially independent while still in high school, and built a career in wealth management after seeing how money could both open doors and tear lives apart. My family's financial collapse taught me an early lesson: making money is not the same as managing it well.
Today, I help first-generation wealth builders, content creators, and women in transition redefine what wealth means—on their own terms. I work with people who are great at earning but want more clarity, balance, and direction in their financial lives.
At Anora, we don’t chase flashy trends or hand out cookie-cutter plans. We help you align your money with your purpose, so you feel grounded in the present, confident in the future, and connected to the bigger picture—whether that’s your family, your career, or your legacy.
If you're ready to stop climbing someone else’s mountain and start building your own, I’m here to help you create a financial life rooted in peace, intention, and lasting freedom.
NAPFA Start Date
August 22, 2025

