‍Investment Advisor

Minh Vo is a CFBS, CDAA with more than 16 years in the financial services industry and has built his career on advising high net worth individuals and business owners. Minh believes that finding the extraordinary in ordinary things in life and finance helps develop a disciplined pattern of success for everyone we serve. Based in Houston, TX, and works with both Vietnamese- and English-speaking clients. He’s a supporter of local organizations like Avondale House and the Ronald McDonald House. Minh currently spends his free time with family, taking classes in Brazilian Jiujitsu and F45. The Certified Family Business Specialist (CFBS) designation is offered by The American College. Candidates must have two years’ experience in the financial services industry. Candidates must complete the following three classes: Financial Statements & Business Valuation Analysis, Business Succession Planning I and Business Succession Planning II.The Certified Digital Asset Advisor (CDAA) designation is the only community-owned designation in the financial services industry. In-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education.