Bank of America Private Client Advisor Lucy Hoang

Services Offered

• Investment management
• Financial planning

About

Lucy Hoang is a Private Client Advisor based in Los Angeles, California, providing tailored investment advice and strategies. As a Certified Financial Planner (CFP®) and holder of the Certified Investment Management Analyst (CIMA) designation, she focuses on understanding her clients' life goals, risk tolerance, time horizon, and liquidity needs. Lucy offers a range of services, including investment management and financial planning, to help individuals achieve their financial objectives. She serves a diverse clientele, including high-net-worth individuals seeking personalized financial guidance.

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