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I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment and insurance insights of Mutual of Omaha to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
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Financial AdvisorSon Vu
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment and insurance insights of Mutual of Omaha to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
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