Phung Van, CFP®, ChFC®, CLU®

Experience

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  New York Life Insurance Company

  Oct 2014 - Jun 2022

  Licensed Agent
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  NYLIFE Securities LLC

  Mar 2015 - Jun 2022

  Financial Services Professional
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  Premier Asset Solutions, Inc.

  Aug 2018 - Jun 2022

  Associate
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  Eagle Strategies, LLC

  Sept 2020 - Jun 2022

  Financial Adviser
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  Greenlight Group

  Jun 2022 - now

  Wealth Advisor

  Greenlight Group is a family-founded financial services company focused on quality over quantity, taking extra care in making our clients feel at home. We use a combination of planning, coaching, and mindset to help clients grow their legacy, and rely on our honest, family-values to create an exclusive community of people just like us.We’re passionate about writing our members a permission slip to enjoy life. We work with HENRY’s*, hundred-thousandaires, millionaires, and beyond. Our services include Financial Planning, Investment, Wealth Management, Preservation Planning, and Retirement services. Plan for the good life.*High Earners Not Rich YetSecurities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Show less