Thao Truong, CFP®: Setting the Standard in Asset Management

Thao Truong stands out as a shining example of skill and commitment in the field of asset management. She has been in the business for ten years, and she provides a depth of knowledge and an unwavering dedication to helping people reach their financial goals. Thao's effect has been nothing short of revolutionary since joining Morton Wealth in December 2020.

Hailing from Saigon, Vietnam, Thao's journey to success is a testament to her resilience and determination. Arriving in the United States at 16, she swiftly attained financial independence and pursued her academic aspirations, graduating magna cum laude with a B.S. in finance and economics from the University of New Hampshire.

Thao's professional prowess extends across various facets of financial management, from financial planning to private investments and advisory services. As a CERTIFIED FINANCIAL PLANNER™️ professional, she provides invaluable guidance to clients navigating life's transitions with empathy and precision. Beyond her client-centric approach, Thao is deeply committed to community empowerment, notably through initiatives like "Herself by Morton," which offers women free networking opportunities and financial education resources.

Recognized as a leader in her field, Thao's accolades include being named among the 2022 class of 40 Under 40 by InvestmentNews. Her dedication to bridging the financial literacy gap is further exemplified by her training to become a Certified Divorce Financial Analyst®️ (CDFA®️) and her involvement with the National Association for Divorce Professionals. Fluent in Vietnamese and with a grasp of French, Thao's multicultural background enriches her ability to connect with clients on a deeper level. With Thao Truong at the helm, clients of Morton Wealth can expect nothing less than exceptional service and unwavering dedication to their financial success.

A Journey Towards Financial Resilience and Holistic Prosperity

After leaving Vietnam, Thao set out on a life-changing journey to the United States with one objective in mind: to get a college education as quickly as possible and become her family's breadwinner. Driven by the need for accessible education, she enrolled at a community college in Seattle and eventually graduated from the University of New Hampshire with a degree in finance, with the goal of becoming wealthy quickly.

During her academic tenure, Thao's entrepreneurial spirit led her to explore various avenues for financial gain, including ventures with friends and investments in options and penny stocks. However, as she later realized, the adage "Don't try to beat the market" held true, resulting in financial setbacks. Reflecting on these challenges, she identified key pillars that sustained her during times of adversity: the unwavering support of friends, the foresight to establish a personal emergency fund prior to familial hardship, a steadfast commitment to disciplined long-term financial planning, and the stability offered by college employment opportunities, including roles as a tutor and teaching assistant.

It was during her collegiate years that Thao's perspective on wealth underwent a profound shift. Through roles such as economic forecasting analyst and financial analyst managing her university's endowment, she gained insight into the complexities of wealth management and the realization that true prosperity transcends monetary wealth. Recognizing the intrinsic value of knowledge, health, and mental well-being, she redefined her understanding of financial planning, viewing it not merely as a means to accumulate wealth but as a tool for aligning one's resources with what truly matters in life.

Thao's journey underscores the transformative power of financial resilience and the importance of holistic well-being in the pursuit of prosperity. Through her experiences, she imparts a valuable lesson: that financial planning is not solely about amassing riches but about cultivating a life of fulfillment and purpose.

Cultivating Empowerment Through Financial Literacy

Thao Truong has made it her mission to empower others through financial literacy, leveraging her expertise to extend knowledge to those without access. A firm believer in the transformative power of financial education, she actively engages with her local community by hosting free financial workshops, ensuring that individuals from all walks of life have the opportunity to enhance their financial acumen.

Apart from her involvement in community outreach, Thao also commits her time to encouraging financial awareness in the younger demographic. She teaches middle and high school students vital financial skills via volunteer work with groups like San Diego Junior Achievement, establishing the foundation for their future financial success.

Thao's commitment to empowering others extends beyond her direct community involvement. As an active member of esteemed organizations such as the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), she collaborates with like-minded professionals to advocate for greater diversity and inclusion within the financial planning profession. Thao's efforts have been recognized through prestigious scholarships, including the 2019 Diversity and Inclusion Scholarships from both FPA and NAPFA, underscoring her dedication to effecting positive change in the industry.

Furthermore, recognizing the power of peer support, Thao co-founded a women-only study group comprised of younger minority advisors. Through this initiative, she fosters a community where individuals can exchange advice, share experiences, and provide support, highlighting the importance of collaboration in driving collective success. Through her multifaceted approach to empowering others, Thao Truong continues to make a meaningful impact on the lives of those she serves.

Client-Centric Wealth Management at Morton Wealth

The fundamental yet straightforward tenet of Morton Wealth is that the customer, their family, and their future come first. This key idea guides every facet of the company's wealth management strategy. Since individualized management is the key to real wealth growth, Morton Wealth places a high priority on meeting each client's unique objectives and goals.

This client-centric ethos has earned Morton Wealth the trust and loyalty of its clientele, many of whom have remained with the firm for decades. Unlike traditional models focused on product sales and commissions, Morton Wealth is committed to providing unbiased advice that aligns with the best interests and unique personalities of its clients. Rejecting the limitations of conventional investment strategies, the firm continually innovates by expanding its range of investment offerings, redefining the concept of portfolio diversification to safeguard client wealth effectively.

At Morton Wealth, clients are not just served by individuals but supported by a dedicated team throughout the lifespan of their portfolios. This collaborative approach ensures that investment strategies remain tailored and effective, providing financial security for both current and future generations. The firm's unwavering commitment to client success underscores its belief that wealth management is not about the firm itself but about maximizing the value of clients' wealth to enrich their lives to the fullest extent possible.

Thao Truong, CFP®:  Wealth Advisor, Morton Wealth

Thao Truong, a seasoned Certified Financial Planner® (CFP®) with over a decade of experience in the financial industry, graduated magna cum laude from the University of New Hampshire with a B.S. in finance and a minor in economics. Recognized as one of InvestmentNews' 40 Under 40 honorees in 2022, Thao is fluent in both Vietnamese and English.

Beyond her impressive credentials, Thao's perspective on wealth extends beyond monetary value, emphasizing joy, purpose, and security. Inspired by her own journey as a first-generation immigrant from Vietnam, Thao is deeply committed to empowering others, particularly women, in their financial lives. Through her work at Morton, she fulfills her passion for financial planning while prioritizing the best interests of her clients. In addition to her professional accomplishments, Thao's colorful upbringing is highlighted by a fun childhood fact—her family once housed a menagerie of pets, including 12 dogs, four hamsters, two cats, a bear, and a monkey, adding a touch of whimsy to her impressive profile.

Thao Truong has made it her mission to empower others through financial literacy, leveraging her expertise to extend knowledge to those without access.