Advanced Financial Strategies Inc.
Advanced Financial Strategies Inc. (CRD# 108296) is a financial advisory firm headquartered in Irvine, CA. They manage $100,865,527 in 498 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management101MILLION
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Total Number of Accounts498ACCOUNTS
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Average Account Value$202,541
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA
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.
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.
Pierre Ngo (CRD# 1519944) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has over 31 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.