Lynda Tu

I love working with a wide variety of clients enjoying different stages of life—from young professionals to growing families, empty nesters, and couples in retirement. No matter where they are in life, they all tend to have a few things in common. My clients are often successful savers, and now they need help organizing their financial lives and aligning their wealth with their vision for the future.

They want to know what’s possible with what they have, how to continue growing their net worth in an effective and efficient manner, and what they can do to create financial security for themselves and their children in the future.

After my family left Vietnam, to start from scratch in America, my parents were very conscientious about what they spent money on. However, they always prioritized helping my brother and me, while putting their own needs on the back burner. In their unspoken gestures of sacrifice and giving to others, I discovered my own sense of what it means to serve others. A commitment that I continue to hold close to my heart, as I work to help my clients regain their time, feel well cared for, and ultimately experience the peace of mind they deserve.