Taxes

• Tax Planning
  Pierre oversees all practices and aspects of AFS investment management and research. His multidisciplinary approach and understanding of the interrelationships among the components that build a client’s net worth helps him develop strategies that add value to the client’s overall financial position. He works with the client’s attorneys, accountants, and other professional advisors to design and implement plans that will best meet the client’s needs and objectives. Pierre works with high net-worth clients using sophisticated financial planning, estate planning, tax planning, and business planning strategies. Pierre Ngo is a graduate of the College for Financial Planning and the University of California, Irvine with a designation of Personal Financial Planner. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991. He has been granted an Accredited Estate Planner designation by the National Associations of Estate Planners & Councils. He is also an Accredited Tax Advisor, and an Enrolled Agent authorized tax practitioner by the Department of Treasury. He is also a member of the Financial Planning Association and the Orange County Estate Planning Council. He is a guest speaker, conducting seminars on financial topics for corporate executives and CEOs, and has guest lectured for the University of California, Irvine Personal Financial Planning practicum course. He has been in the financial planning industry since 1986.
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Investing is the process of deploying capital through a variety of vehicles that convert your hard-earned money into financial independence. We consult with you on an initial and ongoing basis to determine your risk tolerance, investment time horizon, liquidity constraints and other factors relevant to the management of your portfolio(s). We customize our investment management services to meet your needs and seek to ensure that your portfolio(s) are managed in a manner aligned with your investment objective.
• Mutual Funds
  Jonathon is responsible for preparing comprehensive financial and estate plans for clients. He also works on all aspects of AFS investment management and research, along with helping clients during the estate administration process. Jonathon works as a team with clients’ attorneys, accountants, and other professional advisors to design and implement plans that will best meet the clients’ needs and objectives. He collaborates with the clients to review, refine and modify their plan as changes occur throughout the different stages of their lives to ensure a successful outcome. Jonathon Nguyen is a graduate of the College for Financial Planning and California State University, Long Beach with a bachelor’s degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner since 2002. He has been granted an Accredited Estate Planner designation by the National Associations of Estate Planners & Councils. He is also a CHARTERED MUTUAL FUND COUNSELOR℠ designee and licensed in insurance and real estate. He is also a member of the Orange County Estate Planning Council and has been with the firm since 1993.

Accounting

• Accounting Services

Planning

• Financial Planning
  Financial planning is the process of determining whether and how an individual can meet life goals through the proper management of financial resources. This is an ongoing process to help you make sensible decisions about money that are consistent with your core values and enable you achieve your financial goals and objectives in life.
• Retirement Planning
• Long Term Care
  We are here to guide you through the maze of the decision-making process of risk management and strive to help you to protect all you have worked hard to build. We work with you and your other insurance counselor to assess the risks that could derail you from achieving your life goals and structure a contingency plan to mitigate these effects. We provide solutions for your life, disability, long-term care, and health insurance coverage which aim to ensure that you reach your financial goals even when the unexpected happens.
• Asset Management