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Hai B Phan - Financial Advisor in CA

Hai B Phan

Financial Advisor

4.0
(2)
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when in...... Show More
Location & Business Hours
Business Hours
Wed
8 a.m. to 4:30 p.m.
Thu
8 a.m. to 4:30 p.m.
Fri
8 a.m. to 4:30 p.m.
Overall Ratings
4.0
(2)
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Reviews from Web
  • 5.0
    google
    K
    Katie P
    Posted on May 12th, 2020 12:00 AM
    Hai is very helpful and always tries to do the right thing for his clients - very honest. Much appreciated!
  • 3.0
    google
    A
    Ariany R
    Posted on May 12th, 2019 12:00 AM
    Hai B Phan has received a review with 3 star rating from Ariany RodrigueZ
  • 2 of 2
    About
    As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
    Specialities
    Cooking
    Electronics
    Outdoor Enthusiast
    Traveling
    Baking
    45
    /850
    Search Rank Score
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    FAQs
    Here are some Frequently Asked Questions about Hai B Phan
    What organization is Hai B Phan associated with?
    Hai B Phan is associated with Edward Jones.
    What is Hai B Phan’s work email address?
    Hai B Phan’s professional email address is h******n@e**********.com. You can also email Hai B Phan by clicking on the contact Hai B Phan.
    What is Hai B Phan's phone number?
    Hai B Phan's phone number is (714) 963-2400
    What is Hai B Phan's title??
    Hai B Phan is a Financial Advisor.
    What is the position of Hai B Phan in Edward Jones?
    Hai B Phan is the Financial Advisor at Edward Jones.