Mitchel Macnguyen, CPWA, CRPC

Focus 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(R) 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(R) 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. Resident State: CA