Tom & Terrie Bui

The Office of Tom & Terrie Bui handles financial planning, tax and insurance services and we are proud to be a branch of The Financial Architects in Orange County. Tom Bui is a Certified Public Accountant (CPA) and a Licensed Financial Services Professional and Terrie Bui has been a Certified Licensed Financial Professional for over 8 years helping people from all walks of life with financial education and proper planning for their future. Tom is a proud graduate of CSU Fullerton and has always been gifted with accounting skills and tax planning strategies while Terrie found her passion in finance and insurance after graduating from University of California, Los Angeles in 2009 and has since been a wonderful financial educator and planner. 

 

Their team strongly believes in educating families, business, and companies on all areas of finance including retirement planning, tax deduction strategies, and insurance options as they learn that people do not plan to fail but they just fail to plan due to the lack of trusted and truthful information in finance, tax and insurance. They launched a campaign in 2017 called Community Outreach Financial Education Class (COFEC) – a monthly class for the public and broadcast LIVE on COFEC page for everyone who seeks financial education.

 
Their growing team consists of dedicated and knowledgeable licensed professionals that can help families in multiple languages including Spanish, Vietnamese, Korean, Chinese (Mandarin and Taiwanese), Hmong, Thai. Career opportunities are also open for those who share their team’s values and principles.

Pin It on Pinterest

Share This