Mandy Pham, CFP, CFA, EA
About Mandy Pham, CFP, CFA, EA
Mandy Pham is a Senior Financial Advisor and the Chairperson of the Financial Planning Committee, known for her extensive experience and recognition in the financial planning field.
Mandy Pham's Professional Title and Roles
Mandy Pham currently holds the position of Senior Financial Advisor and serves as the Financial Planning Committee Chairperson. Her roles involve providing comprehensive financial advice and leading the financial planning initiatives of her organization. Mandy's career reflects her expertise and dedication to offering nuanced financial guidance to her clients.
Mandy Pham's Education and Certifications
Mandy Pham holds a Master's degree in Personal Financial Planning from Texas Tech University. Additionally, she is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Enrolled Agent (EA). Her advanced education and professional certifications underscore her extensive knowledge and competency in the field of financial planning.
Mandy Pham's Career Background
Prior to her current role, Mandy Pham worked as a Financial Advisor at Stavis & Cohen Private Wealth in Houston. During her tenure there, she developed and executed comprehensive financial strategies for high-net-worth clients. Her experience at Stavis & Cohen contributed significantly to her expertise in wealth management and financial advisory services.
Mandy Pham's Industry Involvement
Mandy Pham has actively contributed to the financial planning industry through her involvement in several key positions. She served on the Board of Directors of the Financial Planning Association—Houston chapter from 2016 to 2018, and on the Texas Tech PFP Alumni Advisory Board from 2018 to 2020. These roles showcase her commitment to advancing the practice and standards of financial planning.
Mandy Pham's Recognitions and Features
In 2022, Mandy Pham was featured as one of Financial Advisors Magazine's 10 Young Advisors to Watch. This recognition highlights her impactful work and rising influence within the financial advisory industry. Being named in this prestigious list underscores her skills, achievements, and potential for continued success in her professional journey.
Mandy Pham’s Personal Interests and Hobbies
Mandy Pham resides in East Palo Alto, CA with her husband and daughter. In her personal time, she enjoys trying new restaurants, exploring new hiking trails with her family, and working out on the Peloton. These activities reflect her dedication to maintaining a balanced and active lifestyle outside of her professional commitments.