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Philip Hoang, Financial Advisor

FINANCIAL ADVISOR
Philip Hoang

8780 Blundell Road, Unit 150, Richmond, BC V6Y 3Y8opens in a new window
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Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Estate and legacy strategies
  • Business retirement plans

About Philip

I am an experienced financial advisor who works with small business owners and independent contractors to help find solutions to maximize their financial well-being.

Before joining Edward Jones, I started my career learning from a wealth management firm in 2019 and a hedge fund in 2023. I am a Certified Financial Planner® and Chartered Investment Manager® that brings a holistic approach to wealth strategies.

Issues you’re facing:
1) My business is growing but I don’t have a good financial strategy to separate my personal and business finances to minimize taxes and maximize savings growth.
2) I want to understand different areas...

Work History

  • Edward JonesOctober 2024 to Current

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(604) 247-2556

Fax

(877) 335-0751

Office Address

8780 Blundell Road
Unit 150
Richmond, BC V6Y 3Y8opens in a new window

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My priorities

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Setting your path

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