Meet Our Team
Planning a financial roadmap can only be achieved through collaboration
Tinh Vu, ChFC, CLU, and CFP
Certified Financial Planner ™, Investment Strategist, Co-Founder [email protected]
Tinh received his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through the American College of Financial Services.
Tinh speaks English & Tiếng Việt
Cecille Nguyen, MBA
Senior Insurance Strategist, Co-Founder
[email protected]
A California girl through and through, Cecille was born in Silicon Valley and raised all over Northern California. She attended university at UC Davis and completed her Master of Business Administration at Dominican University of California in Marin County. Cecille now finds herself at home in Seattle and the Pacific Northwest. She leverages her over 20 years of experience in banking and financial services to empower her clients with financial education throughout the insurance planning process. As an independent Senior Insurance Strategist, Cecille works with her clients to implement customized, comprehensive insurance plans by using tax-efficient strategies and balancing their investments with risk management. When not in the office, Cecille enjoys cooking, hiking, practicing yoga, watching the Great British Baking Show or flying back to California to visit her family.
Cecille is not registered with Osaic Wealth, Inc.
Cecille speaks English & Français
Maryann Velasco
Marketing Manager
[email protected]
Born and raised in Orange County, Southern California, Maryann attended the UC Irvine where she received her Bachelor’s in Psychology and Social Behavior and a Minor in Education. After working as a Cast Member and a part of the Youth Education Series for the Disneyland Resort, Maryann spend four years as the Logistics Coordinator for a Collegiate Dance Team and then joined Teach for America Corp in Hawaii. During her time there, she completed her Master of Education at Johns Hopkins University and became a Youth Activities Counselor for Disney’s Aulani Resort and Spa. Maryann now calls Seattle home.
Her position as a Marketing Manager allows her to leverage her background in education and creativity to pursue her passion to reach our current and future clients to keep them engaged in the financial planning process. When she is not in the office, Maryann is often found working as a flight attendant for Delta Airlines, traveling to new places, trying new foods, going on hikes with her husky, Koji, watching re-runs of Friends, and flying back to California to spend time with her family.
Maryann is not registered with
Maryann speaks English & Tagalog