Thai began his financial services career as a broker with Smith Barney. In 1991, he joined their Retirement Planning Group, where he worked for six years. In 1997, Thai was asked to join the Wealth Management Group at Wells Fargo Investments, the predecessor of Wells Fargo Advisors, where he has continued to work for 25 years. Thai earned a bachelor’s degree in Liberal Arts from University of California, Irvine. He has also earned the CERTIFIED FINANCIAL PLANNER© certification from the College for Financial Planning. Additionally, he holds the Chartered Financial Analyst® designation, and holds FINRA securities registrations Series 7, 63, and 65. He is also a former UC Irvine instructor for the CFA® program. Thai enjoys mountain biking in his free time, and lives with his wife and four children in Costa Mesa

CA Insurance License #0B57320. Resident State: CA

Dan began his financial services career as a broker with Fidelity. In 2002, he joined the Wealth Management Group at Wells Fargo Investments, the predecessor of Wells Fargo Advisors. At Wells Fargo, Dan specializes in offering an exceedingly high level of service to clients at every level of their financial needs. Dan earned a bachelor’s degree of science in Financial Economics from Southern Methodist University. He holds FINRA securities registrations Series 7, 63, and 65. In his free time, Dan enjoys cooking on his barbeque and spending time with his family. He lives with his wife and two sons in south county.

CA Insurance License #0E21443. Resident State: CA

Devon is a dedicated and experienced Client Associate with Hoang Luddy Private Wealth Group of Wells Fargo Advisors. He earned his Bachelor of business management from CSU Fullerton, giving him a solid foundation in business principles and practices. He is committed to professional development and is currently enrolled in the CFP program.

Devon brings six years of industry experience to his role. At our team, he is responsible for managing client onboarding, account rebalancing, as well as meeting other client needs. He is passionate about helping clients achieve their financial goals while providing an exceptional level of service, with a focus on efficiency and accuracy.

CA Insurance License #4224318. Resident State: CA

Chris is a client associate with Hoang Luddy Private Wealth Group. Here, he is responsible for several parts of client services and operations. He completed his Bachelor of Science in Communication Studies at Northern Arizona University. With 15 years of experience at Wells Fargo as a Bank Manager, Chris has a strong foundation in the financial industry. In addition to his knowledge of finance, he brings a deep understanding of banking and customer service, as well as exceptional skill in organization and operational competence.

CA Insurance License #4276733. Resident State: CA

Ben is a part time client associate with Hoang Luddy Private Wealth Group. He is currently pursuing a Bachelor’s in Business Administration with an Emphasis in Finance at CSU Long Beach. At our team, he is involved in marketing and operations. With 3 years of industry experience, he brings the perspective of a new generation and a will to learn and improve operations and service. He is currently a CFA candidate.

CA Insurance License #4224259. Resident State: CA