About our Firm

For years, D.T. Ton & Associates, Inc., has been providing quality, personalized financial guidance to local individuals and businesses. D.T. Ton & Associates's expertise ranges from basic tax management, taxation planning and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. D.T. Ton & Associates is dedicated to meeting these goals with high standards of excellence and professionalism.

Jonathan Ton, CPFA, CFP®

Certified Financial Planner Professional
President/ CEO
D.T.TON & ASSOCIATES, INC.
LIFEMAXIMA INSURANCE AGENCY, INC.

ton-associates@sbcglobal.net 714-775-9077

Nhung Duong

Chief Account Executive
Tax/ Payroll / Accounting
D.T.TON & ASSOCIATES, INC.
LIFEMAXIMA INSURANCE AGENCY, INC.

Tracy Phan

Account Executive
Assistant President / CEO
D.T.TON & ASSOCIATES, INC.
LIFEMAXIMA INSURANCE AGENCY, INC.

Chris Vuong Ngo

Trina Trinh Le