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.

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...

LTCi rate increases coming soon for single women

It's no surprise that women tend to live longer than men. Therefore, it should be no surprise that women tend to need long-term care more often than men. In fact, Genworth Financial, a leading provider of long-term care insurance (LTCi), estimates that two-thirds of...

Contact Phuc

  • This field is for validation purposes and should be left unchanged.
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. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.