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Liem H
CFP®, CFA®, Series 65
Houston, TX
Stillforest Wealth Management
Liem Hoang is a financial advisor at Stillforest Wealth Management in Houston, TX, holding CFP® and CFA® designations as well as a Series 65 license. He has eight years of industry experience, with prior roles at firms including OWLFA LLC, Trajan Wealth, L.L.C., and Investec Wealth Strategies. Stillforest Wealth Management serves individual and high-net-worth clients by providing investment management and comprehensive financial planning across areas such as business planning, retirement, and estate planning coordination. The firm employs a blend of passive and active investment strategies grounded in modern portfolio theory and offers discretionary portfolio management with quarterly reviews.
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