Vu D. C. Email & Phone Number

I support our team in helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, we take the time to understand all the client wants to accomplish and then craft a bespoke and actionable plan aligned with where they are and where they want to go, including a retirement on their terms. We provide guidance and services in the following areas:– Goal-based financial planning– Retirement savings and income planning– Risk management and insurance needs analysis– Foundational estate planning strategies– Liability management– Education funding needs and strategies– Charitable planning– Customize and implement investment strategies– Analyze market performance and trends– Identify new investment opportunities/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Media Relations, Corporate Communications, Social Media, Marketing Communications, and 14 others.