About
What We DoA Partner On Your Life Journey.
Provides portfolio management services and custom financial plans. We are a Financial Services firm that acts as a fiduciary for our clients.
About UsA Team That Understands You
We will help you connect with an advisor who properly suits your financial needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.
Samantha N. Dinh, CFP®, AAMS®, CPFA®
CERTIFIED FINANCIAL PLANNER™
Samantha N. Dinh, CFP®, AAMS®, CPFA® is a CERTIFIED FINANCIAL PLANNER™ with over 23 years of experience helping individuals, families, and business owners make confident, informed decisions about their financial futures. She specializes in comprehensive financial planning, with an emphasis on retirement strategies, equity compensation, and business liquidity events. Samantha is a fiduciary and holds eight professional licenses and designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Asset Management Specialist (AAMS®), Series 7, and 66 held through LPL Financial, and a California Insurance License with Long-Term Care Partnership certification.
Samantha’s journey to becoming a financial advisor didn’t begin in a boardroom—it began on a boat. At just three years old, Samantha and her family fled war-torn Vietnam in search of freedom and a better life. Adrift for nearly a week in the South China Sea, their boat was hijacked by pirates. Her quick-thinking mother hid a $100 U.S. bill—and, as family lore goes, Samantha wet her pants, perhaps distracting the pirates long enough to keep their seed money safe. When they reached a refugee camp in the Philippines, her mother dried that $100 US bill, used it to buy bread and meat, and started a humble bánh mì sandwich stand.
A year later, the family resettled in Oakland, California. In 1984, they opened one of the first Vietnamese restaurants in the area. From that tiny sandwich stand to their family-run business that lasted over 30 + years, Samantha witnessed firsthand the courage, resilience, and entrepreneurial spirit it takes to build something from nothing.
Inspired by her mother’s grit and her own experience as a first-generation immigrant, Samantha developed a deep appreciation for risk-taking, financial independence, and smart decision-making. That foundation gave her the courage to launch her own financial services firm—and it’s what enables her to support business owners and families with empathy, clarity, and strategy.
Today, Samantha is a proud wife and mother of two children. When she’s not helping clients plan their futures, she loves traveling, playing pickleball, gardening, and making music a part of everyday family life. Her story is one of hope, hustle, and heart—and she brings that same energy to every financial plan she creates.
Sandy Situ
Client Care Specialist
Sandy Situ brings over 25 years of experience in the financial services industry, where her dedication to client care and attention to detail have made her an invaluable part of the team. As our Client Care Specialist, Sandy is often the first friendly voice you’ll hear and the go-to person for ensuring every client interaction is smooth, thoughtful, and timely. Her passion for supporting others shines through in everything she does.
Outside the office, Sandy loves dancing, baking sweet treats for friends and family, and hiking through the Bay Area’s beautiful trails. She is a proud wife and mother of two successful sons—both graduates of the University of California system—with one currently completing his pharmacy degree at USC. Sandy finds great joy in celebrating her family’s achievements and in creating meaningful connections with the clients she serves.