From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
TOM NGUYEN, CFP
Senior Financial Advisor
Vice President - Investments
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.
For more information about how I may be able to help you pursue your financial goals, please contact me.
CA Insurance License Number: 0D80081. Resident State CA.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Certificates
CFP
Education
- Bachelor of Science
LifeSync®
Significant wealth deserves — and demands — sophisticated investment advice, paired with technology that empowers you to help you make the best financial decisions that align with your goals. We call this LifeSync. First, we take the time to understand your circumstances, define and crystallize your goals, and what’s driving them. From there, we pull together the tools and a team focused on your specific needs and values, providing you a personalized experience. It’s about creating a unique connection with your life and your financial journey. It is the basis of how we work with you.
