Our Services

Joseph Vu & Co., Inc. is a financial planning and Registered Investment Advisory firm headquartered in Westminster, California. The firm specializes in providing fee-only financial planning services, investment advice to individuals and families. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy and pass on those you already have – Joseph Vu & Co., can help you along the way.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the risk of financially devastating events
  • Reduce burden of taxes
  • Minimize the effect of inflation
  • Savings for college
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Foster peace of mind through proper planning today

Joseph Vu & Co., Inc. offers professional expertise to help you achieve these important goals our services include:

  • Investment Analysis and Portfolio Management
  • Retirement Accumulation and Distribution Planning
  • 401(K)/403(b) Management and Advisory
  • Pension/Profit Sharing Advisory Services
  • IRA Rollovers
  • Small to Medium Business Planning
  • College Funding Advisory Services
  • Personal Planning and Advisory Services
  • Estate Planning Advisory Services