Phuong joined QBI in early 2015 bringing her experience from American Funds and previously working at a TPA firm. She looks forward to working with financial advisors and CPAs to guide their clients through the various opportunities among qualified retirement plans. Phuong is working on obtaining a professional designation from ASPPA to deepen her expertise and knowledge. Phuong is based in our Irvine office and covers greater Orange County as well as the San Diego area.
Reach Phuong at:
PHUONG.JENNINGS [AT] QBILLC.COM