Vincent Macnguyen, CIMA, MBA

My mission is to provide every client with targeted, comprehensive financial advice and portfolio 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. I have worked as a Financial Advisor since 1992. Before joining Wells Fargo Advisors in 2022, I was First Vice President - Investments for Merrill Lynch for 16 years. I graduated from the University of Pennsylvania with an Electrical Engineering degree in 1986 and also hold an MBA degree in Finance from the Darden Graduate School of Business. I have a CIMA (Chartered Investment Management Analyst) certification since 2003 and became a Portfolio Manager in 2014. I enjoy daily exercise, golf, tennis, and pickleball. I cherish my time with my wife and two grown children. Resident State: CA