Phone: (310) 943-8807
Cell: (714) 975-0002
Ms. Nguyen is responsible for developing and managing investment portfolios for high net worth individuals, families, and endowment funds. She specializes in working with affluent families and their advisors, to identify and attain their financial, legacy, and philanthropic goals, while maximizing after-tax returns using an appropriate asset allocation. Prior to joining the firm in 2008, Ms. Nguyen was at a single-family office in Orange County, CA.
Ms. Nguyen is a Certified Financial Planner and is a member of the Financial Planning Association and Advisors in Philanthropy. She sits on the board of the LA Estate Planning Council and formerly the USC Board of Governors and the LA LGBT Center Executive Committee.
Ms. Nguyen was named by the LA Business Journal as one of the Top Wealth Managers - Leaders of Influence. She received her Bachelor of Arts from the University of California, Irvine, and her MBA from the University of Southern California Marshall School of Business.