Founder & Retirement Planner
Vietnamese-American, first-generation financial strategist dedicated to creating peaceful wealth outcomes.
Zen + Wealth = Peace of Mind
We believe wealth is about sleeping well at night, knowing that your plan is working for you and those you love.
To help clients feel confident in their
Founder & Retirement Planner
Vietnamese-American, first-generation financial strategist dedicated to creating peaceful wealth outcomes.
Zen + Wealth = Peace of Mind
We believe wealth is about sleeping well at night, knowing that your plan is working for you and those you love.
To help clients feel confident in their decisions, proud of their accomplishments, and fully prepared to pass on their legacy with clarity and peace.
At ZenWealth Solutions, we believe true wealth isn’t just measured in dollars — it’s about freedom, clarity, and the peace of mind that comes from knowing you’ve done enough. Whether you’re navigating retirement, growing a business, or planning for future generations, our personalized approach brings calm to complexity.
We’re here to help
At ZenWealth Solutions, we believe true wealth isn’t just measured in dollars — it’s about freedom, clarity, and the peace of mind that comes from knowing you’ve done enough. Whether you’re navigating retirement, growing a business, or planning for future generations, our personalized approach brings calm to complexity.
We’re here to help you feel secure today — and proud of what you’ll pass on tomorrow.
Wealth with meaning. Peace today. Pride for generations.
Individuals and families seeking long-term peace of mind
Retirees or near-retirees planning their next chapter
Business owners and professionals managing 401(k)s and legacy wealth
First-generation and multi-generational households
Higher-net-worth individuals seeking privacy, clarity, and protection
Tax Strategies to reduce your burden and increase your confidence
Retirement & 401(k) Planning designed for freedom, not fear
Insurance & IUL Solutions for growth and protection
Estate & Legacy Planning that reflects your values and priorities
Social Security & Healthcare Guidance tailored to your stage in life
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