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Thao Truong, CFP®, CDFA®

Serving first-gen wealth builders, content creators & women in transition

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Anora Wealth Thao Truong, CFP®, CDFA®
San Marcos, CA

Serving Clients Nationwide

Serving first-gen wealth builders, content creators & women in transition

858-250-0880

Website

Areas of Focus

  • Divorce Financial Planning
  • Employee Benefits
  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Thao Truong, CFP®, CDFA®

Hi, I’m Thao Truong. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, I bring over a decade of experience in wealth management.

My journey began when I moved to the U.S. alone at 16, from Saigon, Vietnam, quickly becoming financially independent and supporting my family from half the world away. Initially, I pursued a finance degree with the goal of achieving millionaire status by 20. However, I learned invaluable lessons:

Stock-picking and chasing unrealistic returns caused me more damages and stress than any good.

There's a crucial distinction between earning money and strategically growing it, and true success and wealth are deeply personal and cannot be chased solely through financial means.

True wealth is about more than money. It starts from within. It’s about embracing the experiences life throws at us—both good and bad—and taking actions to turn them into growth opportunities.

This realization fuels my passion for guiding first-generation wealth builders, content creators, and women navigating life transitions to build secure, intentional financial futures and achieve the life you envision

You work hard to get to where you are. I believe that your money should be empowering, not overwhelming you. Too often, people feel stressed, ashamed, or uncertain when it comes to money. But it doesn’t have to be that way. With the right mindset and knowledge, you can take control of your financial future, support your loved ones, and achieve the life you envision.

Whether you’re starting from scratch or managing through life’s ups and downs, my goal is to provide you with practical, actionable insights to help you on your financial journey.

I invite you to join me on this journey toward real wealth.

Together, we can transform how you think about money and help you build wealth in a way that aligns with your goals and values.

On a Personal Note

Beyond work, I love learning, podcasts, crafting, nature, and staying active with boxing, cycling, hiking, tennis, yoga and playing with my kitties. I’m fluent in Vietnamese, learning Mandarin, and know some French—because connecting across cultures matters to me.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

San Marcos, CA, 92069

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Starting with Anora Wealth is straightforward and stress-free, so you can focus on your dreams—whether it’s building a legacy, finding freedom, navigating changes, or making impacts. Everything begins with a simple conversation. This is a space for you to share what’s on your mind and where you’d like more clarity. Click the 'Book Intro Call' button above to get started. I look forward to speaking with you.

Offers Investment Management

Yes

About Anora Wealth

At Anora Wealth, we help first-gen wealth builders, content creators, and women in transition find clarity, peace, and lasting prosperity through intentional personalized wealth plans.

Let's build your personalized wealth map

You’ve worked hard to be where you are—and your dreams deserve to thrive without financial stress weighing you down. We’re here to help you simplify, strategize, and align your money with your purpose, so you can thrive and stay focused on what you love most—in your life, your work, or your business.

Rooted in meaning, "An" signifies inner peace in Vietnamese, while “Ora” stands for light, aura or wealth. Together, they embody our commitment to helping you attain true financial clarity and lasting peace of mind.

How we light your path

✔️ First Gen Wealth Builders

Building a new life far from home takes incredible strength. You've not only navigated a new country but built wealth from the ground up, all while honoring your heritage and supporting your family.

We understand the journey—the cultural adjustments, the language hurdles, and the deep desire to provide for those you love.

We're here to ease the financial stress, help you honor your roots, and secure a bright future for yourself and your family, with understanding and respect for your unique path.

✔️ Content Creators

Earning 7 figures, but still feeling financially tangled and over paying taxes? Let’s team up to craft your solid money game plan. We'll team up with your tax advisor to sort out taxes, grow your wealth, and ensure you’re living the freedom your hard work deserves.

It’s hard to be creative when you also have the anxiety of fluctuating income and the fear of your money not lasting long. It's also frustrating when others might be taking advantage of your financial success.

We get it! We’ll craft a step-by-step roadmap to help you gain control and confidence over your financial future.

✔️ Women in Transitions

Experiencing the emotional and financial upheaval of divorce or loss can be incredibly daunting. We provide the compassionate support and expert guidance needed to navigate this transition.

Our goal is to help you regain financial control, understand your options, and make informed decisions that secure your future.

We're here to empower you to confidently rebuild, prioritize your needs, and embrace your next chapter with renewed hope and stability.

We always put your best interests first.

We are fiduciary fee-only advisers. We operate without selling products or earning commissions on recommendations. Think of us as your dedicated advisor – akin to a personal trainer, doctor, chef, or stylist – focused solely on your well-being. We prioritize understanding your individual needs, preferences, past experiences, and any sensitivities to ensure we find the perfect solutions for you in the market.

Education

UNH Peter T. Paul College of Business and Economics, Bachelor of Science (BS), Finance, and minor in Economics | Seattle Central College AA, Business Administration

Hobbies and Interests

  • Boxing
  • Crafts
  • Cycling
  • Family
  • Hiking
  • Tennis
  • Yoga

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Content Creators
  • Corporate Executives
  • Creative Professionals
  • Divorce
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Foreign-Born Individuals
  • Gen Y / Millennials
  • Immigrants
  • Intergenerational Families
  • Single Women
  • Widow
  • Women in Transition

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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