Advanced Financial Strategies Inc.
Advanced Financial Strategies Inc. (CRD# 108296) is a financial advisory firm headquartered in Irvine, CA. They manage $224,060,187 in 432 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management224MILLION
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Total Number of Accounts432ACCOUNTS
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Average Account Value$518,658
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
Pierre Ngo (CRD# 1519944) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has over 35 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.
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.