Phuc Dang
Wealth Advisor, CPA, CFP®
Phuc was born in Thailand but has lived in Seattle since 1980. 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 20 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 shooting pool, playing board games with friends, and spending time with his 19 nephews and nieces.
I love helping people—and being an advisor, you get to help people make thoughtful decisions that can have a positive, lasting impact on their lives. It’s a serious responsibility, but so rewarding when you’re able to make a difference.
Merriman’s Guide to Reducing Your Tax Bill
Do you wish you could have done more to lower your tax bill or increase your refund for 2017? The Tax Cuts and Jobs Act of 2017 will have a major impact on many families, so it’s especially important to re-evaluate your tax strategies this year. Check out our latest...
Merriman INSIGHT – Using Qualified Charitable Distributions to Maximize Charitable Gifts
On December 18, 2015, the president signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015. One of the popular tax provisions in this bill was to permanently extend the ability for IRA owners to make qualified charitable distributions (QCD) from...
Social Security Update – Couples Planning Just Got Tougher
In a previous Merriman Insight article, we wrote about the “free spousal” strategy for married couples. Shortly after that article was published, Congress passed the Bipartisan Budget Act of 2015, which was signed into law on November 2nd. The Budget Act contained...
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