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Minxing L

Series 65

Los Alamitos, CA

FHWV Financial LLC

Minxing Lin is a financial advisor at FHWV Financial LLC in Los Alamitos, CA, holding a Series 65 designation with two years of industry experience. Prior to joining FHWV Financial LLC, Lin worked at the Paul Merage School of Business, University of Irvine, from 2023 to 2024. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships. The firm refers prospective clients to third-party registered investment advisers and utilizes platform sponsors such as SEI and American Funds to implement investment strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General tax planning
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Ernesto A

Series 63, Series 65

Los Alamitos, CA

FHWV Financial LLC

Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General tax planning
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Nhan V

Series 65

Los Alamitos, CA

FHWV Financial LLC

Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General tax planning
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Martin Y

CFP®, Series 63, Series 65, Series 66

Los Alamitos, CA

FHWV Financial LLC

Martin Young is a CFP® professional with 16 years of experience in the financial services industry. He is currently with FHWV Financial LLC and has held positions at Ameriprise, H&R Block, Wells Fargo, and Citigroup Global Markets. FHWV Financial, LLC offers financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm acts mainly as a solicitor, referring clients to third-party advisers and implements managed accounts through platform sponsors, emphasizing non-discretionary advisory relationships and a close affiliation with an accounting practice.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General tax planning
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