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Henry Hoang

Certified Financial Planner, Independent

Newport Beach, CA

My profile was last updated on 01/14/2021


  • Investing & Financial Planning, Insurance, Small Business Services

Languages Spoken

  • English

Minimum Assets Required

  • $100,000 - $499,999

Designations Held

  • Chartered Life Underwriter Designation® (CLU®) 2011
  • Chartered Financial Consultant Designation® (CHFC®) 2018
  • Chartered Leadership Fellow Designation® (CLF®) 2018
How I'm Paid

Commission and Fee

The advisor makes a commission on selling financial products. The advisor also charges an hourly fee for their services or collects a percentage of a client's assets under management.

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