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Thao Truong, CFP®, is a Client Manager at Morton Wealth, bringing years of experience in financial advisory roles. Prior to that, Thao was an Associate Financial Advisor and Operations Manager at Financial Alternatives, Inc., and an Associate Financial Advisor at Avenue Advisors LLC. Thao's background includes roles in investment operations, financial analysis, tutoring, and teaching assistance. Thao holds a Bachelor of Science in Finance and a minor in Economics from UNH Peter T. Paul College of Business and Economics.