Hi, I’m Viet!
Twenty years ago, my cousin asked me two simple but powerful questions: “Do you know what an index fund is?” and “Would you rather spend your money on experiences or material things?” That conversation sparked a curiosity in me about how people manage, think about, and emotionally connect to their finances. Over the years, I’ve become deeply interested in the psychology of financial decisions—how our spending and investing choices are shaped not just by numbers but by our values.
After nearly a decade in consulting and tech, I transitioned into financial advising to work directly with individuals and families who want to build their dream lives. As a Financial Advisor at Fiduciary Financial Advisors, I provide flat-fee financial planning and investment management.
My work focuses on:
Work-optionality and financial freedom
Helping tech employees maximize their equity compensation
Mindful, values-based spending strategies
I don’t sell any products or earn commissions—my main priorities are acting in my clients’ best interest and helping them design a financial life that is rooted in their core principles.
In my spare time, I enjoy playing spikeball and pickleball, cooking low-and-slow one pot meals, and collecting vintage watches.
If you’d like to talk through your financial situation and goals, let's chat! I would love to learn about the life you want to build.