Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.
Mitchel Macnguyen, CPWA, CRPC
Managing Director - Investments
Senior Financial Advisor
Email Address
MITCHEL.MACNGUYEN@wellsfargoadvisors.comPhone Number
(310) 288-5537Focus
My mission is to provide every client with comprehensive investment management, delivered with the highest level of professional integrity and personal service. Our goal is to help high-net worth individuals, families and business owners with customized plans to build and preserve wealth while meeting their income needs. Taking a proactive approach to clients’ personal financial situations, we are able to provide individualized but objective advice that guide each unique client toward realizing their financial goals.
Background and Experience
I have been a Financial Advisor for over 35 years. Before joining Wells Fargo Advisors as Managing Director - Investments in 2022, I was Senior Vice President - Investments at Merrill Lynch for 15 years. Prior to that I started at Prudential Securities in 1990. With an emphasis on continuing education, I earned the CERTIFIED RETIREMENT PLANNING COUNSELOR® practitioner designation from the College for Financial Planning. In 2019, through the Investments and Wealth Institute, I obtained the CERTIFIED PRIVATE WEALTH ADVISOR® designation. This designation required completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Outside of the office
I enjoy endurance sports and staying active. I have completed three marathons and several mini triathlons while raising funds for charitable causes. I cherish my time with family and raising our twin daughters.
CA Insurance License: 0B30835. Resident State: AZ
Certificates
CPWA, CRPC
Education
- Cornell University '88
AR State License
2069277
CA State License
0B30835
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