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Phuong N Quach, Private Wealth Advisor serving the Santa Clara, CA area - Ameriprise Advisors

Phuong N Quach

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
ANIMO ADVISORS

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, University of California, Los Angeles, 1997

Awards & recognition

  • ANIMO ADVISORS, Ameriprise Client Experience Award, 2020, 2021,2022
  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Five Star Wealth Manager, 2019, 2020, 2021, 2022, 2023
  • Ameriprise Circle of Success, 2020, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I help out at SIFMA Foundation as their Invest It Forward/InvesWrite Volunteerbecause I am passionate about educating others on financial literacy.

Interests

  • Reading, hiking and being in nature.
  • Spending time with my family.
  • Visiting and exploring new places and trying new food.

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!