Working with Us
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 future into focus today. Contact us to get started on a personalized investment plan.
Mitchel Macnguyen, CPWA, CRPC
Financial Advisor
Email Address
MITCHEL.MACNGUYEN@wellsfargoadvisors.comPhone Number
(310) 288-5537Toll Free
(866) 344-5287Focus
My mission is to provide every client with targeted, comprehensive financial advice and investment management delivered with the highest level of personal service and professional integrity. As a Financial Advisor, I help manage assets for high net worth individuals, families and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My goal is to provide objective and timely financial advice and guidance with the highest level of professional service in building and preserving wealth for my clients. By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals.
Background and Experience
I have worked as a Financial Advisor since 1992. Before joining Wells Fargo Advisors as Managing Director - Investments in 2022, I was Senior Vice President - Investments at Merrill Lynch for 15 years. With an emphasis on continuing education, I have earned the CERTIFIED RETIREMENT PLANNING COUNSELOR® practitioner designation from the College for Financial Planning. In 2019, through the Investments and Wealth Institute, I was also awarded the CERTIFIED PRIVATE WEALTH ADVISOR® designation. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet 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
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
