First Foundation Advisors
Assets Under Management: $120 Million
Michelle Nguyen excelled in finance since she was a toddler. Not a surprise she is now responsible for developing and managing investment portfolios for high net worth individuals, families, and endowment funds. As a Certified Financial Planner since 2009, Nguyen specializes in working with affluent families and their advisors, to identify and attain their financial, tax, legacy, and philanthropic goals, while managing their balance sheet through investment management and asset allocation strategies. She is one of the top performers within First Foundation, bringing a fresh perspective to the wealth management industry. As an active member in her community, Nguyen is president of the LA Estate Planning Council, Executive Committee member of the Los Angeles LGBT Center Young Professionals Council and formerly, the USC Board of Governors.
For reprint and licensing requests for this article, CLICK HERE.