Phuong “PQ” Quach

California State Icon San Diego, California
Financial Planning Associate
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About Phuong

PQ turned her college preparation for a career in wealth management into a professional position within months of graduating. PQ joined the EP Wealth Advisors family in 2022. Her passion for personal financial planning started after reading “Rich Dad, Poor Dad” by Robert Kiyosaki. Fascinated with investing and managing money, she wanted to educate people about financial literacy as they work toward their financial and personal goals. PQ loves being a part of the team at EP Wealth because it allows her to interact with many different types of people, learn their stories, and positively impact their lives. Her new position at EPWA allows her to continue to impact first-generation and low-income students by spreading financial awareness that can greatly benefit in their upcoming adulthood. Committed to helping people and future generations on building healthy financial habits early in their lives, PQ is building on her degree by preparing for the CERTIFIED FINANCIAL PLANNER™ examination and qualification as a CFP® professional. When not immersed in the diverse challenges of wealth management, she loves spending her free time with family and friends, exploring San Diego and binging on Netflix shows.

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California State University, Fullerton, B.A., Finance

How can Phuong help?


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