About Ap Financial Planning
When it comes to your long-term financial plan, you want the confidence that comes with a dedicated professional on your side. Ap Financial Planning advisors help the education community by taking a comprehensive look at your entire financial picture using independent research, sophisticated technology and innovative investment tools. Their personal attention and experience will help you define your goals, establish the right financial plan to address your needs and ensure you are on track toward your envisioned financial future through ongoing analysis and evaluation. Schedule your initial, no-cost consultation today.
Meet Your Advisors
Win Hayward
LPL Financial Advisor
240.599.7490
[email protected]
Win is a financial advisor with Ap Financial Planning with more than 30 years of experience in financial services. He is available for in-person advisory meetings in Maryland.
As your advisor, Win will review and analyze your financial plan, then assess your needs, overall goals and objectives to ensure you are on the path toward your envisioned financial future. If changes are needed, you’ll work together to adjust the plan accordingly.
Win is a professional with knowledge and experience in asset management, insurance and retirement planning. He has a Bachelor of Arts from Trinity College (Hartford) and a Master of Science from the Massachusetts Institute of Technology. Win also holds a Maryland Life and Health Insurance License as well as Series 7 and 66 registrations held through LPL Financial.
Khiem Truong-Von Garvisch
LPL Financial Advisor (virtual/phone)
888.441.0782
[email protected]
Khiem is a financial advisor who is available for virtual and phone advisory meetings. Her mission is to provide personalized financial guidance that helps clients build wealth potential, pursue their goals and plan their financial future.
Khiem’s focus areas include retirement planning, where she develops strategies to help clients pursue financial stability and sustainable income later in life. She also specializes in investment management and provides risk management strategies through insurance and other strategies.
Khiem has over 26 years in the financial services industry and holds her Series 7, 63 and 65 license registrations, which are held with LPL Financial, as well as insurance for life, health and long-term care.
Want to learn more about our investment professionals? Check their backgrounds on FINRA’s BrokerCheck.