Associate Wealth Advisor
Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.