Phuc was born in Thailand but has lived in Seattle for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ in addition to being a Certified Public Accountant in the state of Washington.
Phuc graduated with honors from the University of Washington with a degree in business administration, and has over thirteen years of experience in the banking, accounting, and financial services industry. He continually draws on these different disciplines to help his clients achieve their financial goals.
He lives in Seattle with his partner and enjoys golfing, shooting pool, watching movies, and spending time with friends and family.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Email: phuc@merriman.com
Content by Phuc:
- The 529 Plan Series – Part I: Plan basics posted on May 2012
- Contribution limits for the 2012 tax year posted on Feb 2012
- Year-end tax planning posted on Dec 2011
- Expiring Tax Provisions posted on Nov 2011
- Can you benefit from a “Backdoor” Roth? posted on Sep 2011
- A refresher on capital gains and losses posted on Mar 2011
- Working with clients beyond the office posted on Jan 2011
- A year-end tax planning checklist posted on Nov 2010
- It’s not too late to consider a Roth conversion posted on Nov 2010
- Roth IRAs: To convert or not to convert posted on Jan 2010
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