Broker Check

6400 Goldsboro Road
Suite 210
Bethesda, MD 20817
301-943-7264

Trung K. Vu
Financial Advisor, Wealth Consultant

 
Trung K. Vu

Trung K. Vu

Financial Advisor, Wealth Consultant

Qualifications:

I graduated from the University of Maryland in 1993 with double degree in Finance and Marketing with a concentration on Economics.

I've been a financial advisor for the last 20 years.

Awards:

2015 & 2016 Five Star Wealth Manager award- featured in the Washington post magazine*

Award from Ameriprise Financial based on assets under management:

  • President Recognition award
  • Circle of Success award
  • Mercury award
  • Family and financial security award

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015/2016 Five Star Wealth Managers.

Area of service:

  • Retirement planning
  • Estate planning
  • Investment planning
  • Protection planning
  • Family finances
  • Wealth preservation