Doan grew up in Orange County, California, where she developed an early appreciation for the importance of planning, disciplines, and long term thinking. She graduated from the University of California, Riverside, where she earned a degree in Statistics and Quantitative Management, building a strong foundation in data analysis and strategic decision making.
As an advisor, Doan brings a highly technical and analytical toolset. Using data driven insights to help clients make informed, confident financial decisions. Financial literacy is deeply important to Doan. She believes that everyone deserves to understand their finances and feel confident in their decisions, not overwhelmed. A core part of her mission is to educate clients, increase transparency, and help spread financial knowledge.
During her time in university, Doan worked and interned across multiple consulting roles, including IT consulting and strategy consulting, where she most enjoyed collaborating with diverse teams and delivering solutions to real world problems. Through these experiences, she realized she was meant to be in the field of consulting, serving as someone who listens carefully, analyzes thoughtfully, and guides others towards better outcomes. Financial advising became the natural extension of that.
Outside of the office, you will find her growing her collection of trinkets and Pokemon cards or getting scratched up by her cat Gus.