Advanced Financial Strategies Inc.

Advanced Financial Strategies Inc. (CRD# 108296) is a financial advisory firm headquartered in Irvine, CA. They manage $93,053,915 in 480 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $193,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Advanced Financial Strategies Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jonathon V. Nguyen
CRD#: 4775034
5 Hubble, Irvine, CA 92618
90
Wealthminder
score

Jonathon Nguyen (CRD# 4775034) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has 1 year of experience in the finance industry. Jonathon Nguyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patricia Vasquez
CRD#: 5869680
5 Hubble, Irvine, CA 92618
90
Wealthminder
score

Patricia Vasquez (CRD# 5869680) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has 1 year of experience in the finance industry. Patricia Vasquez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Pierre N. Ngo
CRD#: 1519944
5 Hubble, Irvine, CA 92618
86
Wealthminder
score

Pierre Ngo (CRD# 1519944) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has over 30 years of experience in the finance industry. Pierre Ngo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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