Brian Nguyen Email & Phone Number
Private Wealth Advisor @ Twin Peaks Wealth Advisors
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Brian Nguyen Location
- San Jose, CA, US
Brian Nguyen Work
- 2021 -now Private Wealth Advisor @
- 2010 -2021 LPL Financial Advisor @
- 2007 -2010 Financial Services Professional @
Brian Nguyen Education
- University of California, Davis 2005-2007
Brian Nguyen Skills
- Leadership
- Estate Planning
- Series 63
- Public Speaking
- Fixed Annuities
- Retirement Planning
- Investments
- Financial Risk
- Finance
- Financial Services
- Wealth Management
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Microsoft Word
- Wealth Accumulation
- Marketing
- Training
- Project Management
- Research
- Health Insurance
- Retirement
- Services
Brian Nguyen Summary
- Brian Nguyen, based in San Jose, CA, US, is currently a Private Wealth Advisor at Twin Peaks Wealth Advisors, LLC. Brian Nguyen brings experience from previous roles at FB Investment Services, A Division of Fremont Bank and New York Life Insurance Company. Brian Nguyen holds a 2005 - 2007 University of California, Davis. With a robust skill set that includes Leadership, Estate Planning, Series 63, Public Speaking, Fixed Annuities and more. Brian Nguyen has 5 emails and 3 mobile phone numbers on RocketReach.
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