Giorgina Nguyen had more than ten years in the financial services industry at the time she joined EP Wealth Advisors in 2022. Giorgina began her career as an intern with a large financial institution and was extended a position shortly after graduating from college. In 2014, she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, driven by her ongoing commitment to financial education and best practices. As the first-born daughter of a Filipino-American family, Giorgina credits her parents for demonstrating the importance of hard work and saving money—her inspiration for studying finance and economics. Focused on helping her clients achieve financial wellness and independence, she utilizes a process that assembles both financial and abstract aspects of their lives. This provides the best options for her clients to take action, recognizing that there are many factors that can affect their evolving financial plan. Giorgina eagerly joined EP Wealth because, as a fee-only fiduciary, it aligns with her commitment to always put her clients’ interests first. A testament to her work ethic, several clients have worked with Giorgina for over a decade, and many are families pursuing their interests in retirement and striving to maintain multigenerational wealth. Giorgina and her husband, Peter, were married on Leap Day in 2020. They live in the South Bay with their adopted cat, Juliet. Outside of work, Giorgina enjoys listening to music and podcasts, exploring all types of cuisines, and challenging herself with running and hiking along the many trails in Palos Verdes. Conscious of her environmental impact, she does her best to live a low-waste lifestyle. Looking to the future, Giorgina would like to start a family and continue to volunteer with local organizations.
California State University, Long Beach, B.A., Financial Management and B.S., Business Economics