Chi is a seasoned financial planning professional with a passion for helping individuals achieve financial peace of mind. Born and raised in Sai Gon, Vietnam, Chi moved to the United States at the age of 16 for high school, and has since built a global career with stops in Bangkok, Thailand, Tokyo, Japan, New York City, and Tucson, Arizona.

After earning a Bachelor of Economics and Finance with a minor in Accounting from The Royal Melbourne Institute of Technology, Chi began her career in finance, working with multinational broker-dealers in fast-paced, client-driven environments. These early experiences helped develop a keen understanding of trading, compliance, and client servicing. It was during her time in Tokyo, however, that Chi discovered a true passion for personal wealth advisory, focusing on helping clients who may not be as versed in investments but still seek to achieve financial wellness.

Since then, Chi has been dedicated to paraplanning for English-speaking clients in Japan and Australia, and now looks forward to expanding their services in the United States. Through a combination of expertise and compassion, Chi strives to demystify financial planning, empowering clients to develop healthier relationships with money and make informed decisions about their futures.

Outside of work, Chi enjoys dancing as both a form of exercise and self-expression, and loves swimming and spending time at the beach. While she once surfed in Vietnam with her poodle, Chi now enjoys surf-skating in Arizona's landlocked setting.

With a deep cultural awareness and a passion for overcoming challenges in communication, Chi is committed to changing the way people think about money. Driven by the belief that financial freedom doesn't necessarily equate to wealth, but rather a mindset of thoughtful and intentional money management, Chi seeks to empower clients to feel comfortable and confident when discussing their finances.