Thao Truong (CFP)

Thao Truong focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving

NAPFA Start Date

July 18, 2019

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This Office

7825 Fay Ave Ste 210 La Jolla, CA 92037 Phone: (858) 459-8289 Fax: (858) 459-8258