Quang T. Phan, CFP®
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Quang Phan holds the CFP® certification marks which identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board of Standards.
A Northern California native, Quang brings a rich and diverse background to his position as an Investment Advisor. Initially from Hong Kong, he grew up in San Jose and earned his bachelor’s degree from the California State University, Chico. He began his investment career at Foresters Equity Services and at Bank of America Investments.
For Quang, being a successful investment advisor is about helping our Member’s make sound and informed decisions about their investments to pursue their financial goals. “Helping our Members and providing value on a greater level,” he says is why he decided to be part of Alliance Credit Union.
The first and most important step in the investment planning process is listening to our Member’s needs and understanding what is important to each Member’s personal situation. “My goal is to tailor a financial plan that will address all the concerns and needs of the individual member,” he says is the result of cultivating a close and personal long term relationship.
Quang currently resides in San Jose with his wife and three children.
Quang is ready to work with you one on one to assess your financial situation and develop a strategic plan to help meet your financial goals. He works exclusively with Members who live and work in the Bay Area. To schedule an appointment please call 408.979.2478.
For more information on Quang’s CFP® designation, please visit letsmakeaplan.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP®; in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alliance Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.