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Viet T. Truong

Viet T. Truong

Financial Planning Coordinator

 "The world is incredibly complex, and managing your financial life can be incredibly hectic, challenging and (sometimes) can be quite daunting. Our hope is that we can help shed some light on your financial life, providing the necessary comfort and reassurance that you and your legacy will be set on the correct path.”

Viet is not new to the financial world – his mother worked over 20 years as an assistant to another financial planner, so he became well-versed in how to succeed in this business at a young age. Viet attended Texas A&M University where he received a Bachelor’s of Science degree in Economic Theory and a Minor in Business.

In 2020, Viet joined our practice as a Financial Planning Coordinator, where he assists our planners in building financial plans for our clients. This includes data input, design strategy, and client interface throughout the entire planning process.

Viet has his Illinois Life and Health Insurance License.