Advanced Financial Strategies Inc.

Advanced Financial Strategies Inc. (CRD# 108296) is a financial advisory firm headquartered in Irvine, CA. They manage $208,233,612 in 439 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $474,336
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
  • Selection of other advisers (including private fund managers)
  • Other
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, TX

Financial Advisors at Advanced Financial Strategies Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Pierre N. Ngo
CRD#: 1519944
5 Hubble, Irvine, CA 92618

Pierre Ngo (CRD# 1519944) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has over 34 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.

2
Jonathon V. Nguyen
CRD#: 4775034
5 Hubble, Irvine, CA 92618

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.

3
Patricia Vasquez
CRD#: 5869680
5 Hubble, Irvine, CA 92618

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.

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