Michael Nguyen

Michael Nguyen is a dedicated financial advisor with a focus on empowering clients with the knowledge to secure a successful financial future.

With a Bachelor of Arts in Economics and a minor in Mathematics from the University of Pennsylvania, Michael has a strong educational foundation in finance.

He is licensed to sell insurance in key states such as CA, NY, and FL, ensuring he can provide his expertise to clients in those regions.

Having worked at notable organizations such as The Pacific Bridge Companies and Capstone Partners Financial and Insurance Services, Michael brings a wealth of experience to his financial advisory role.

Prior to his financial advisory career, Michael held roles in diverse fields including dance instruction, fitness entrepreneurship, corporate finance consulting, analytics, investment banking, and actuarial consulting.

His broad range of experiences has equipped him with a unique perspective and skill set that benefits his clients in various aspects of financial planning and decision-making.