Mr. Bao Pham joined Transamerica Financial Advisors, Inc. (TFA) in 2010, currently works as an Investment Advisor Representative and is also the founder of the TFA branch in Laguna Hills, CA. He has extensive experience in organizational planning and financial strategy, and has dealt with complex financial problems for business owners and individuals since 2010. He is recognized for his ability to identify gaps in financial planning and help clients manage assets efficiently. With a background in taxation, Mr. Bao Pham has been helping clients with risk diversification and tax diversification in the financial planning process.
As an individual with personal experience in the process of emigrating from Vietnam to the US together with his family, he is aware of the different challenges that a new immigrant family faces during their settling process. As a result, he has more enthusiasm in guiding newcomers to overcome various obstacles to accumulate wealth and achieve long-term financial goals most efficiently.
Mr. Bao Pham holds a Bachelor's degree in Finance and Accounting from Texas Christian University and a Master's degree in management from Redlands University. Mr. Bao currently holds an investment consultancy license, FINRA series 65, registered with Transamerica Financial Advisors, Inc. and insurance licenses of California, Texas, Louisiana, Nevada, Arizona, Washington.
