Phoebe Son Oh, CFP®
Financial Advisor
Born in Panama to Korean-Australian parents, and growing up between Hong Kong and Charlotte, North Carolina, my global upbringing shaped a unique perspective that allows me to connect meaningfully with individuals from all walks of life.
As a holistic financial advisor, I am committed to delivering personalized strategies tailored to each client’s specific goals and circumstances through comprehensive needs analyses and tax-efficient investment planning. Above all, I strive to ensure every one of my clients feels seen, understood, and valued.
I am a proud alumna of Davidson College, where I met my husband, Min. We reside in Charlotte, North Carolina. In my spare time, I enjoy traveling, cooking, painting, singing, and playing both guitar and piano.
- Series 7
- Series 63
- Series 65
- State life & Health license