The driving principle of my life is to seek to understand the needs of others by listening emphatically to find out "What's most important?"
It is my life's passion to help people -- whether a successful entrepreneur, a high-achieving professional or a widow/widower -- to realize their financial goals. I believe that by sharing the same values and convictions, we can form a partnership that will allow us to help facilitate their hopes and dreams.
I believe in challenging the status quo in order to be the best that I can be -- a trait that has been apparent throughout my career. I first came to the U.S. in 1975 as an 18-year-old refugee from Vietnam and worked diligently to put myself through college, earning a B.S. in engineering from Purdue University. After a 6-year stint as an engineer, my combined sense of discipline and an entrepreneurial spirit propelled me to a successful career as a business owner in real estate and finance.
Eventually, the urge to learn more and the desire to share my experiences with clients to help them navigate the complex world of finance led me to acquire the CFP designation in 2007 and join Edward Jones as a financial advisor in 2010.
I recognized early on that open communication and a deep understanding of clients' individual situations are the keys to fostering a successful long-term partnership. Adding Keith Duval as our branch office administrator has helped strengthen this bond. Keith is an excellent communicator with a M.A. degree in English and more than 10 years of experience as an educator and retail sales manager.
We are not alone in crafting a personalized, established process to help guide each client on their financial journey. We rely on the entire team at Edward Jones for their care and expertise as a full-service investment firm for nearly 100 years.
If you are close to or are considering a transition to a later phase of your successful career, I invite you to give us a call to start a dialogue.
Phone NumberKimson H Cao at (713) 942-9850
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