Tu Nguyen is a Premier Banker and Chartered Retirement Planning Counselor™ (CRPC®) with 18 years of financial service experience. She helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering tailored solutions, personalized service, and providing active relationship and risk management. Tu feels that the best part of her job is providing clients with an exceptional experience as she guides them through their financial journeys by addressing their short- and long-term goals. In collaboration with a larger team, she takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan to help them toward retirement and beyond. She and her team maintain contact and closeness with their clients with either virtual or in-person appointments.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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