Dung Vu, CFBS

Dung Vu is a financial advisor with over 24 years of dedicated experience in the financial services industry.

With extensive experience in the financial services industry, Dung brings a wealth of expertise, professionalism, and access to a comprehensive range of products and services to address her client’s financial goals, estate planning strategies, and insurance needs. Whether clients are preparing for significant life events such as retirement or funding education, or seeking protection through life, disability, or long-term care insurance, Dung delivers unparalleled attention, insight, and capability.

Over the years, Dung has earned a strong reputation by working closely with family-owned business owners, executive professionals and families with specialization with college funding by building trust through personalized guidance and strategic solutions.

Dung earned a bachelor’s degree in business administration, double concentration in Finance with a focus on Financial Planning and Management, and minor in Communication from California State University, Fullerton. She is also a Certified Family Business Specialist (CFBS) and a CFP® candidate.

Outside of work, Dung is actively involved with her alma mater and community. She previously served as president of Cal State University, Fullerton’s Alumni Association, the University’s Planned Giving Council, and the 35/Thirty-five Dean’s Advisory Council for the College of Business & Economics. She also volunteered as a Financial Literacy Education Presenter for the Consumer Credit Counseling of Orange County and the FPA of Orange County. Currently, Dung serves as a facilitator for the CSUF Center for Family Business Asian American Affinity Group. She is on active call-out status with her city’s Community Emergency Response Team (CERT). She also volunteers in the community with United Way, the LA Times Book Festival, and the Vietnamese Chamber of Commerce (VACOC).

For her commitment to the community, Dung received the 2015 Spirit of Volunteerism Award for exceptional service. She was also recognized as an Honorable Mention for the Invest in Others Award in 2016 and 2017.

Dung holds FINRA 6, 63 & 65 and is Life, Accident and Health licensed.

CA Insurance License # 0E24274 Domiciled in CA