Meet Our Team
Planning a financial roadmap can only be achieved through collaboration
Tinh Vu, ChFC, CLU, EA, and CFP
Certified Financial Planner ™, Managing Director [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
Sammie Nguyen
Operation
Assistant
[email protected]
Sammie has a strong
financial background as
an accountant with
experience in
the intricacies of tax
preparation for
Individual and small
businesses. She
began her financial
journey as a tax adviser
at H&R Block. As a tax
adviser,
she has successfully
solved numerous IRS
audits for clients.
Concurrently,
she is joining Nav
Advisers to further her
learning in financial
planning to support
clients in their
financial needs. She is
currently
pursuing her Enrolled
Agent Certification and
aims to become a leading
advisor for small
businesses. She has been
a
member of Phi Theta
Kappa International
College Honor Society
since 2017. Her hobbies
are cooking, music,
attending
mass and spending time
with family.
Sammie
is not registered
with Osaic Wealth,
Inc.
Sammie
speaks English &
Vietnamese