Mailinh Rose tenorio Vu
Investment adviser representative at Financial Plan, Inc.
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Plan, Inc.Aug 2025 to now
- Bogey's Indoor GolfJun 2025 to now
- Private Client FiduciaryMay 2024 to Jul 2024
- Biola UniversitySep 2021 to May 2025
- Arlington High SchoolSep 2017 to Jun 2021
- Haller Middle SchoolSep 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Financial Plan, Inc.
$1.6BAssets managed
924Clients
13Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8194722
- Firm CRD
- 116073