Author: Thao Truong

Thao Truong joined Morton Wealth in December 2020. She has over 12 years of experience in the wealth management business. Before joining Morton Wealth, she held various roles in financial planning, private investments, portfolio design, and advisory services at other independent advisory firms based in San Francisco and San Diego. Additionally, Thao is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated magna cum laude with a B.S. in finance and economics from the University of New Hampshire. Born and raised in Saigon, Vietnam, she moved to the United States by herself and became financially independent at age 16. Thao is dedicated to supporting youth and women through life transitions and closing the financial literacy gap. She recently helped launch “Herself by Morton,” an initiative that provides women free networking opportunities and financial education resources. She is one of the honorees of the 2022 class of 40 Under 40 by InvestmentNews and is named on the Financial Advisor Magazine‘s 2023 prestige list of YoungAdvisors to Watch.