Khoa Hoang, MBA®, CRPC®

Partner | Wealth Manager

With over 13 years of experience in the financial field, Khoa Hoang is an experienced professional committed to helping individuals and families achieve their financial goals. He holds an MBA from the University of Phoenix and a CRPC® professional endorsement.

Values-Driven Service

Raised in Omaha, NE, by Vietnamese immigrants, Khoa learned the values of hard work and perseverance from a young age. “Their dedication and commitment to providing for our family shaped my own work ethic, and their example continues to inform all aspects of my personal and professional life.”

Building Trust

One of Khoa’s greatest strengths is connecting authentically with his clients. He approaches each interaction with empathy, integrity, and professionalism, ensuring a deep understanding of their unique needs and goals. “The key to financial well-being is not just earning more but understanding your vision for the future and making smart decisions with what you have.”, says Khoa.

Beyond Finance

Beyond his professional pursuits, Khoa and his fiancee Zuri share their home with four children: Kendall, Miles, Jordan, and Avery. He is a self-proclaimed “super foodie” who loves exploring culinary experiences and enjoys hobbies such as fishing, reading, golfing, and attending concerts.

Located in California