Phuong is well-versed in qualified retirement plan design, compliance, and administration. For over 15 years, she has enjoyed working with financial advisors, CPAs, and other trusted advisors helping their business clients in tax-deductible plan design and strategies.
Phuong attained the Qualified 401(k) Administrator (“QKA”) designation in 2016 and continues to stay current with retirement plan design trends and regulatory compliance requirements. Phuong is passionate about helping people and earning the trust of those she works with. This along with her strong work ethic has allowed her to become a “trusted advisor” to clients, advisors, partners, and other business professionals.