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Christopher Nguyen Location
Costa Mesa, CA, US
Christopher Nguyen Work
Director of Sales @ (May 2017 - Present)
Senior Financial Planner @ (November 2015 - April 2017)
Senior Paraplanner @ (September 2010 - November 2015)
Investment Specialist @ (March 2009 - September 2010)
Christopher Nguyen Education
University of California, Irvine
Bachelor of Arts (Business Economics)
2005-2009
Christopher Nguyen Skills
Retirement Planning
Strategic Financial Planning
Financial Advisory
Portfolio Management
Wealth Management
Retirement
Financial Planning
Series 7
Investment Strategies
Mutual Funds
Investments
Finance
Investment Advisory
Estate Planning
ETFs
Fixed Annuities
Life, Accident, & Health Insurance
Property & Casualty
Health Insurance
Financial Modeling
Accident
Project Planning
Property and Casualty
Life
Christopher Nguyen Summary
Christopher Nguyen, based in Costa Mesa, CA, US, is currently a Director of Sales at Enterasource, LLC. Christopher Nguyen brings experience from previous roles at Beacon Pointe Advisors and Tax & Financial Group. Christopher Nguyen holds a 2005 - 2009 Bachelor of Arts in Business Economics @ University of California, Irvine. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Financial Advisory, Portfolio Management, Wealth Management and more. Christopher Nguyen has 2 emails and 1 mobile phone numbers on RocketReach.
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