About (continued)


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MY STORY

I entered a career in financial planning, after I saw how much financial stress impacted my young students, as well as the adults in their lives. 

As a teacher, every year I saw that the students behind their peers were almost always the ones from the most economically disadvantaged families, and usually the students of color. Even though I worked closely with my students’ parents, I felt limited in what I could do as a teacher to help fight the structural, historical and systemic inequities that stemmed from no fault of their own.

So I did a lot of reflecting on a different career path and realized that I could tap into a lifelong passion for personal finance.

Why didn’t I think of financial planning sooner? I had never pictured myself in the financial services world. As a woman of color, and first-generation Southeast Asian-American, I knew little about it. I didn’t see core aspects of my identity reflected in what I did know about the industry. I’d never even heard of financial planning until I started intentionally looking for ways I could combine my personal finance knowledge and education experience.

Then in 2013, I made the jump. I joined a nonprofit as a financial coach and two years later was promoted as their Director of Financial Services. Since then I’ve hired and trained over twelve financial coaches, developed personal financial curriculum, and provided ongoing professional development for our team in the areas of financial coaching and counseling.

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MY EXPERTISE

I am a Certified Financial Planner™. I completed the Financial Planning Program at Boston University, where I was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.

After 10 years of working as an educator, I started Just Wealth, a virtual, fee-only financial planning practice in 2017.

From the beginning of my financial planning career, my goal has been to provide objective, culturally proficient financial services and to clear barriers to wealth building. I am passionate about economic justice, and closing racial and gender wealth gaps.  

I am a member of the CFP Board’s Diversity and Inclusion Advisory Council, to build pathways to attract and retain financial planners from diverse backgrounds into the financial planning profession. In addition, I am a member of the CFP Board's Ethics Working Group, to develop curriculum standards for all board-approved ethics trainings for CFP professionals. As a Financial Planning Facilitator for the Boston University Financial Planning Program, I provide coaching and technical assistance to online students.

I received my B.A. from Dartmouth College, where I was a graduate of the Teacher Education Program and a recipient of the Woodrow-Wilson Rockefeller Brothers Fellowship for Aspiring Teachers of Color. I also earned my M.Ed in Special Education from Boston University. 

I was born and raised in Brooklyn, NY.

Get in touch with me at phuong@justwealthplanning.com or 617.804.1032. I'd love to hear from you!