BAO NGUYEN
FINANCIAL ADVISOR
Bao Nguyen - LPL Investment Advisor Representative
Bao Nguyen is a dedicated financial advisor committed to helping individuals and families achieve their financial goals and secure their financial future. With a background in finance and a passion for personalized financial planning, Bao brings a wealth of knowledge and experience to his role.
Education and Credentials:
- Bachelor’s Degree in Business Administration from San Jose State University
- Obtained Series 7, Series 66, SIE licenses held with LPL Financial
Professional Experience: Bao has over 7 years of experience in the financial markets, where he has honed his skills in investment management, retirement planning, tax strategies, and estate planning. His comprehensive approach ensures that every aspect of his clients' financial lives is considered and optimized.
Personalized Financial Planning: Bao believes in the power of personalized financial planning. He works closely with clients to understand their unique goals, risk tolerance, and financial situation. By creating customized financial plans, Bao helps clients navigate complex financial landscapes and make informed decisions to pursue long-term success.
Client-Centric Approach: Bao is known for his client-centric approach and commitment to building lasting relationships. He prioritizes open communication, trust, and transparency, ensuring clients feel confident and informed about their financial strategies.
Contact Information: Bao Nguyen can be reached at:
- Email: bao@mdbwealth.com
- Phone: 650-314-1600, 408582-4553