Meet Our Team

Vinh Ta, CFP, EPC - Co-Branch Manager

Vinh has been actively practicing financial and retirement planning since 2000. He holds Life, Accidental and Sickness Insurance License. Vinh delivers a hands on comprehensive approach that enhances the financial and retirement planning services. Vinh has earned the Certified Financial Planner as well as Elder Planning Counselor designations. Previous relevant employment includes Pension Specialist, Retirement Specialist and Real Estate Finance Analyst.

Vinh is a devoted husband to Veronica and a proud father to Tiffany and Ryan. Vinh spends most of his spare time with his family. His hobbies include golfing, camping, fishing and cycling.

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