Financial Advisor Profile

Kha Hoang

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0K41712

About Me

I began my career as a financial advisor in 2015 with Edward Jones, building upon a foundation I established during my five years in the legal profession. This career transition was motivated by my aspiration to help people in pursuing their financial goals and important milestones – whether they’re planning for retirement or saving for their children’s education. I found fulfillment in helping clients navigate those important stepping stones on their financial journey.

During my time at Edward Jones, I earned my FINRA Series 7 and 66 licenses, along with education that equipped me with the tools to serve my clients effectively. I then took my expertise to Prudential Advisors, where I obtained my Retirement Income Certified Professional Designation, further enhancing my ability to assist clients in planning for their financial futures.

I am a proud alumnus of both San Diego State University and University of San Diego Law School. Outside of my professional endeavors, I enjoy cheering on the Aztecs basketball team, hiking in the great outdoors, attending concerts, experimenting in the kitchen and discovering new dining experiences in San Diego.

What Makes Me Different

My first goal is to get to know you and find out what’s most important to you. As investing and financial planning can be a foreign language to some people, my job is to make it relatable to you so that you can be comfortable knowing what needs to be done in order to pursue your financial goals. Armed with a process that considers your needs, time horizon and comfort level with risk, recommendations are tailored to fit your situation.

Education & Professional Certifications

• Bachelor of Arts Degree in Communication from San Diego State University
• Juris Doctor, University of San Diego School of Law
• Retirement Income Certified Professional (RICP^®)
• FINRA Series 7, 66 licenses held through LPL Financial
• CA Insurance License #0K41712

Branches Served

Mira Mesa, Rancho Penasquitos and Scripps Ranch

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.