Giorgina Nguyen, CFP®

Vice President, Advisor

Torrance, California

Contact Giorgina

Giorgina works with families and professionals to design comprehensive financial plans that support long-term financial independence. Her areas of focus include retirement readiness and multigenerational wealth preservation, helping clients make informed decisions at each stage of life.
Giorgina began her career in wealth management after completing an internship with a national firm while in college. She holds a Bachelor of Arts in Financial Management and a Bachelor of Science in Business Economics from California State University, Long Beach. She has held the CERTIFIED FINANCIAL PLANNER™ designation since 2014 and volunteers with the Financial Planning Association’s Pro Bono Financial Planning Days.
Giorgina takes an empathetic, structured, and goal-oriented approach to financial planning. She emphasizes clear guidance, regular check-ins, and actionable next steps to help clients stay aligned with their priorities over time.
Giorgina and her husband, Peter, live in the South Bay with their twin sons, Joshua and Eli, and their cat, Juliet. Outside of work, she enjoys music, podcasts, exploring global cuisines, hiking in Palos Verdes, and practicing low-waste living.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

When it comes to retirement planning,...