Pierre N. Ngo, CFP®, AEP®, ATA.

President

Pierre oversees all practices and aspects of AFS investment management and research. His multidisciplinary approach and understanding of the interrelationships among the components that build a client’s net worth helps him develop strategies that add value to the client’s overall financial position.

He works in a team approach with the client’s attorneys, accountants, and other professional advisors to design and implement plans that will best meet the client’s needs and objectives. Mr. Ngo works with high net-worth clients using sophisticated financial planning, estate planning, tax planning, and business planning strategies.

Pierre Ngo is a graduate of the College for Financial Planning and the University of California, Irvine with a designation of Personal Financial Planner. He is a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991. He has been granted an Accredited Estate Planner designation by the National Associations of Estate Planners & Councils. He is also an Accredited Tax Advisor, and an Enrolled Agent authorized tax practitioner by the Department of Treasury. He is also a member of the Financial Planning Association and the Orange County Estate Planning Council. He is a guest speaker, conducting seminars on financial topics for corporate executives and CEOs, and guest lecturer for the University of California, Irvine Personal Financial Planning practicum course. He has been in the financial planning industry since 1986.

Jonathon V. Nguyen, CFP®, AEP®

Senior Financial Advisor

Jonathon is responsible for preparing comprehensive financial and estate plans for clients. He also works on all aspects of AFS investment management and research. He works closely with our business clients to design retirement plans for their companies. He monitors plans and collaborates with clients on revisions and modifications. He works in a team approach with clients’ attorneys, accountants, and other professional advisors to design and implement plans that will best meet the clients’ needs and objectives.

Jonathon Nguyen is a graduate of the College for Financial Planning and California State University, Long Beach with a Bachelor’s degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner since 2002. He has been granted an Accredited Estate Planner designation by the National Associations of Estate Planners & Councils. He is also a CHARTERED MUTUAL FUND COUNSELOR℠ designee, and licensed in insurance and real estate. He is also a member of the Orange County Estate Planning Council. He has been with the firm since 1993.

Patricia Vasquez, CFP®

Operation Manager, Financial Advisor

Patricia oversees our office support team. She is also responsible for preparing comprehensive financial and estate plans for clients. She also works on all aspects of AFS investment management and research. She assists our business clients in structuring their group insurance and benefits for their companies. She monitors plans and collaborates with our clients on revisions and modifications. She works in a team approach with the clients’ attorneys, accountants, and other professional advisors to design and implement plans that will best meet the clients’ needs and objectives.

Patricia Vasquez is a graduate of the College for Financial Planning and the University of California, Irvine with a designation of Personal Financial Planner. She is a CERTIFIED FINANCIAL PLANNER™ practitioner since 2006, a CHARTERED MUTUAL FUND COUNSELOR℠ designee, and licensed in insurance. She is a member of the Financial Planning Association. She has been with the firm since 1994.