Broker Check
John Nguyen, CFP®, EA

John Nguyen, CFP®, EA

Certified Financial Planner

Mr. Nguyen, a tenured financial services professional, practices as a Certified Financial Planner®, Registered Representative, Investment Advisor Representative and Enrolled Agent, and he is a co-founder of a tax and accounting services business.  He launched his financial services career in 2005.  This line of work has been his dream since he was a teenager.

John has built his businesses with the vision to be the best, honest choice for those seeking competent and independent financial professionals.  He surrounds himself with colleagues who share his values:  Stewardship | Put clients first | Treat everyone with respect | Be caring | Embrace diversity, family and faith | Strive for excellence in everything they do.

Before John was in the financial services industry, he always had a passion for service and volunteerism. He founded the Key Club International Club at Oxford Academy in 10th grade, and, in 2003, he founded Youth Leadership America (YLA), a continually growing non-profit 501(c)(3) organization that provides opportunities for high school students to learn leadership in the community.  John has been a Member of the Kiwanis Club of Greater Anaheim since 2003, served two full terms on the Anaheim Sister City Commission (2009-15) as Chairman, and two full terms on the Orange County Juvenile Justice Commission (2007-15) as the Law Enforcement Committee Chair.

In his profession, John has been active with the Orange County Financial Planning Association since 2012, where he serves on the membership and the pro-bono committee. John is a natural public speaker and loves to share his expertise at various community and professional events/conferences. He enjoys leading study groups and doing various financial planning workshops.

Though his calendar is busy, John still prioritizes his time for his faith and family above all, as he has learned that service/charity and his faith practice begins at home! After he got married to the love of his life, Michelle, on his birthday in 2015, John began cutting back on his community involvements to focus more on his own family.  John and Michelle are very blessed to have two great children, a daughter and a son.