Phuong Quach

Phuong Quach is a Financial Planning Associate at EP Wealth Advisors since September 2022, with prior experience as an Office Assistant for Educational Talent Search at California State University, Fullerton, from August 2019 to June 2022, where collaboration with a team of 21 facilitated services for low-income and first-generation high school students. Phuong also served as a Financial Intern at Cinergy Financial from November 2021 to March 2022, ensuring compliance and accuracy in client account paperwork. An extern at the Financial Planning Association in the summer of 2021, Phuong gained expertise in various financial planning areas and created investment portfolios using professional tools. Phuong holds a Bachelor of Business Administration in Finance from California State University, Fullerton, earned in 2022.