Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
Tony Vu is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. As a fiduciary, he looks out for his clients’ best interests when developing strategies that help grow, protect, and distribute their wealth while also mitigating risk and tax liabilities. At Pure Financial, Tony continues to pursue his passion in working with clients to implement strategies to help achieve their financial goals.
Prior to joining Pure, Tony worked as a Vice President at a Fortune 500 financial services company where he oversaw the wealth management of over 350 clients representing over $700 million in assets. With over a decade of industry experience, he is well-versed with retirement planning, tax planning, estate planning, investment management, and risk management.
Tony graduated from California State University, Fullerton with a bachelor’s degree in Business Administration-Finance. Additionally, he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to working with a fee-only financial advisory firm, Tony also held the Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License.
Outside of the office, Tony enjoys traveling and spending time in the SoCal sunshine with his wife, kids, and rescue dogs. He also likes to spend quality time perusing the Costco aisles, viewing how-to YouTube videos on how to complete his home projects and strength training.
Tony's Latest Contributions
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Fulfill your retirement goals and safeguard your financial future with a well-designed income strategy to make sure your money lasts as long as you do. Pure’s Financial Planner, Tony Vu, CFP®, explores tactics for creating a highly efficient retirement income strategy that can stand the test of time. FREE GUIDE | Retirement Readiness Guide Transcript […]
