Thuong Thien (CFP)

Thuong Thien focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Additional Information

Hi, I'm Thuong, Principal and Senior Financial Advisor at Team Hewins. As a CERTIFIED FINANCIAL PLANNER™, I strive to consistently demonstrate the highest level of professional competence, but also understand that patience and understanding are essential elements of effective work with our clients. My goal is to helps our clients achieve a big-picture perspective on their lives, which becomes the basis for their long-term financial plans. From prioritizing and identifying immediate deficiencies to protecting assets and providing for families, businesses and the community, I ensure that all things are thoughtfully considered.

Prior to joining Team Hewins, I spent six years at JSF Financial in Los Angeles as an Operations Manager and Trader, honing my ability to help clients develop holistic, personal financial plans while managing the operations of the firm.

I graduated from UCLA with a Bachelor of Arts in Economics, minors in Global Studies and Southeast Asian Studies, and thereafter earned her Certificate of Personal Financial Planning. While at UCLA, I worked at the international school assisting a diverse group of international students in exploring educational opportunities and American culture; a commitment to service is very important to me.

I appreciate the connectedness of every aspect of an individuals’s financial life, and the areas of planning I enjoy most include retirement planning, tax planning, wealth transfer & charitable planning, and investment planning.

In my free time, I enjoy traveling abroad, meeting new people and experiencing diverse cultures.

NAPFA Start Date

July 16, 2019

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This Office

220 Montgomery St Suite 692 San Francisco, CA 94104-3402 Phone: (833) 439-4678

Other Offices

203 Redwood Shores Pkwy Ste 550 Redwood City, CA 94065-6101 Phone: (833) 439-4678