Tu Nguyen

Tu is a Financial Advisor in Council Bluffs & Omaha area. He moved there from San Francisco Bay Area 2 years ago. He is a Certified Financial Planner (CFP) and an Enrolled Agent (EA) with more than 10 years of working experience in financial industry for major banks and RIAs. He has a Bachelor's Degree in Economics at UC Berkeley University and a Master's Degree in Finance at St. Mary's College of California.

He loves building relationship with clients and listening to their stories. He believes people can achieve their financial goals through comprehensive financial plans including sound investment strategies, risk mitigating strategies and tax planning that can build and preserve generational wealth. He enjoys helping pre-retired and retired clients plan for their retirement so they know they can retire safely with their lifetime saving assets. He focuses on building tailored financial plans and investment & tax strategies that fit with each client's lifestyle and financial situation.