Thu Ka

Thu Ka Email and Phone Number

Managing Member and CCO @ Wealth Design, LLC
United States
Thu Ka's Location
Campbell, California, United States, United States
Thu Ka's Contact Details

Thu Ka personal email

n/a
About Thu Ka

Thu Ka is a Managing Member and CCO at Wealth Design, LLC.

Thu Ka's Current Company Details
Wealth Design, LLC

Wealth Design, Llc

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Managing Member and CCO
United States
Website:
wdcplan.com
Employees:
2
Thu Ka Work Experience Details
  • Wealth Design, Llc
    Managing Member And Cco
    Wealth Design, Llc
    United States
    View
  • Wealth Design, Llc
    Managing Member / Cco
    Wealth Design, Llc Jan 2000 - Present
    Campbell, Ca
    Provide compliance and operational oversight to Wealth Design, LLC is a Registered Investment Advisor. Wealth Design provides integrated wealth management services to our clients. Our mission is to provide single-resource financial planning to executives, business owners, and other individuals with substantial income or assets, to help them preserve and enhance their hard-earned wealth.
    View
  • Wells Fargo Bank
    Branch Manager, Avp
    Wells Fargo Bank Jan 1990 - Dec 1998
    Provided high net worth clients with customized banking solutions to fit their financial needs. Additionally, responsible for branch oversight, compliance, operations and sales goals.

Thu Ka Education Details

Frequently Asked Questions about Thu Ka

What company does Thu Ka work for?

Thu Ka works for Wealth Design, Llc

What is Thu Ka's role at the current company?

Thu Ka's current role is Managing Member and CCO.

What is Thu Ka's email address?

Thu Ka's email address is th****@****llc.com

What is Thu Ka's direct phone number?

Thu Ka's direct phone number is +140855*****

What schools did Thu Ka attend?

Thu Ka attended Oklahoma State University.

Who are Thu Ka's colleagues?

Thu Ka's colleagues are David Holaday, Chfc, Cap.

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