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Tuesday, Nov 19, 2024

Leaders of Influence: Wealth Managers- MICHELLE NGUYEN

Custom Content by The Los Angeles Business Journal

 

MICHELLE NGUYEN
Managing Director
First Foundation Advisors

Michelle Nguyen, CFP, is responsible for developing and managing investment portfolios for high net worth individuals, families, and endowment funds. she specializes in working with affluent families and their advisors, to identify and attain their financial, legacy, and philanthropic goals, while maximizing after-tax returns using an appropriate asset allocation.

Nguyen is First Foundation Advisors’ top -performing advisor and business development officer, bringing in $100 million in new assets under management in 2021, and $60 million in 2020. she genuinely cares for her clients and provides the highest, utmost service to them – a true testament to her success as the youngest advisor in the firm over the last 32 years. She is thoughtful, intentional and provides excellent care to our multi-generational families, giving sound asset allocation and tax/estate planning advice with her team of specialists.

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