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Tan Khoa N
Series 63
San Diego, CA
Mentor Financial Advisory Group, Ltd.
Tan Khoa Ngo is the sole advisor at Mentor Financial Advisory Group, Ltd. in San Diego, CA, holding a Series 63 designation with 28 years of industry experience. He has been with Mentor Financial Advisory Group since 1992. Mentor Financial Advisory Group, Ltd. is a fee-only financial planning and investment advisory firm serving primarily high-net-worth individuals and occasionally corporations. The firm employs a fundamental analysis investment approach within a broad asset-allocation framework, combining passive, low-expense index strategies for long-term allocations with shorter-term trading as appropriate, and manages portfolios on a non-discretionary basis requiring client authorization for trades.
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