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Quang T. Phan, CFP®

Investment Advisor

CUSO Financial Services, L.P.

at Excite Credit Union

Phone: 408.979.2478

CA Insurance #OD87361

I can assist you with:
Retirement planning and retirement plan rollovers / 401(k) investment consultation / Estate planning strategies / Mutual funds / Brokerage services / Insurance / College education planning / Individual retirement accounts (IRA)

Check the background of this investment professional on FINRA BrokerCheck

Quang Phan, CERTIFIED FINANCIAL PLANNER™ professional and all-around savvy investor, is ready to tailor a money plan that fits your goals.
Born in Hong Kong, raised in San Jose, and educated at CSU Chico, Quang has 16 years of money
management experience. With a career that started with Foresters Equity Services and Merrill Lynch, Quang has now been with Excite for over ten years – he’s the peanut butter to our jelly!
By the way, being CFP® certificant means Quang has met the professional standards and agreed to adhere to the CFP® Board’s Code of Ethics and Professional Responsibility.
Currently living in San Jose with his wife and three children, Quang is ready to help any neighbor who lives and works in the Bay Area. And if Quang isn’t hanging out with his wonderful family, he’s rootin’ and hollerin’ for the Giants, Warriors, or Niners!
Ready to make an appointment and chat with him in person? Call 408.979.2478.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.