Mandy Pham, CFP, CFA, EA

Mandy Pham holds the position of Senior Financial Advisor and serves as the Financial Planning Committee Chairperson. She earned a Master’s degree in Personal Financial Planning from Texas Tech University. Pham’s career includes a notable tenure as a Financial Advisor at Stavis & Cohen Private Wealth in Houston. She has actively contributed to the financial planning community, serving on the Board of Directors of the Financial Planning Association—Houston chapter from 2016 to 2018, and on the Texas Tech PFP Alumni Advisory Board from 2018 to 2020. Her expertise and influence in the field were recognized when she was featured as one of Financial Advisors Magazine’s 10 Young Advisors to Watch in 2022. Residing in East Palo Alto, CA, with her husband and daughter, Pham enjoys culinary explorations, hiking with her family, and maintaining fitness through workouts on her Peloton.