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WHY WE EXIST
We simplify wealth so builders and leaders can take control — with clear, custom strategies built to protect, perform, and create lasting impact.
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Strategic Solutions
Legacy Planning
Ensure what you've built lives beyond you. We design structures that protect your wealth, support your values, and pass on your impact.
Tax Optimization
We reduce your tax exposure using legal, strategic tools — so you can keep more of what you earn and grow it faster.
Custom Wealth Strategy
We don’t sell templates — we build blueprints. Your wealth strategy is tailored to your goals, lifestyle, and risk profile.
Dung Bui | Founder
Dung is the founder of Royce Financial Systems, a boutique firm built to help high-income professionals, business owners, and real estate investors design wealth that outlives them. With a focus on clarity, control, and long-term impact, Dung delivers advanced strategies designed to mitigate tax exposure, unlock liquidity, and position wealth for multigenerational impact.
Blending a decade of luxury retail leadership with deep financial strategy, Dung brings a white-glove standard to every client relationship. His experience with brands like Cartier and Tiffany & Co. instilled the art of discretion, precision, and elite service — now reimagined through the lens of private wealth architecture.
As a father, entrepreneur, and legacy builder, Dung is on a mission to simplify wealth — and secure futures. Through Royce Financial Systems, he offers tailored planning that aligns income, insurance, and investments into one cohesive system. His work isn’t just about numbers — it’s about helping clients protect what they’ve built and multiply what they’ll leave behind.
Royce Financial Systems
Here’s How It Works
DELIVERY
Ongoing support, protection, and results.
DESIGN
We build and present your optimized strategy.
DISCOVER
Deep dive into income, assets, structure.
BOOK A CALL
Intro call to assess fit and goals.
Brands
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Our Impact
"I never gave life insurance much thought until Dung helped me see it in a whole new light. He broke everything down with patience and clarity — especially the retirement benefits, which really stuck with me. Now, I feel confident knowing I'm not only protected but also building toward a secure future. Dung truly knows his stuff and makes the complex feel simple."
Vincent Quach
Luxury Goods Brand Ambassador
"Dung is one of the most genuine and down-to-earth advisors I’ve ever met. We were overwhelmed trying to plan for the future—with a new baby and a new house—and he made the process feel simple and stress-free. He walked us through every option without pressure and helped us choose a plan that truly fits our goals. For the first time, I feel like our future is secure."
An Cayas
Executive Assistant
"I had the pleasure of working with Dung, who consistently demonstrated a deep commitment to understanding his clients’ perspectives. Throughout my case, he never rushed the process and took the time to carefully address every question and concern I had. His dedication to his fiduciary duty truly goes above and beyond. I highly recommend his services to anyone seeking thoughtful, client-centered guidance."
Eri Hornsby
Accountant
Get in touch
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Book a Free Consulation
Location
1798 Technology Dr. Ste. 178
San Jose, CA 95110