Tom Nguyen, CFP®

Vice President, Advisor

Torrance, California

Contact Tom

Tom partners with clients to pursue value-driven financial and life goals. He works with families and professionals, providing integrated planning across investments, retirement, and tax considerations. Building long-term relationships grounded in trust is central to his work.
Tom brings more than 20 years of experience in financial services, including roles at nationally recognized investment firms. He graduated magna cum laude from the University of California, Irvine, with a Bachelor of Arts degree in Economics and Phi Beta Kappa honors. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is actively involved in the community through local youth and nonprofit organizations.
Tom’s approach is analytical, calm, and collaborative. He helps clients break down complex topics into clear next steps and emphasizes steady discipline and ongoing progress toward long-term objectives.
Tom lives in Palos Verdes with his wife and two energetic boys. He volunteers with the Friendship Foundation and serves in a treasury role with Palos Verdes Little League, and he enjoys spending time on family adventures.