Ann Ngo
Financial Representative at Northwestern Mutual
- Role
- Financial Representative at Northwestern Mutual
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Ann Ngo
As a Financial Planner at Northwestern Mutual, our mission is to build financial security through personal relationships at every stage of your life. We help young professionals and families gain clarity on their financial path in consideration to their personal goals and circumstances by organizing and protecting income/assets, building wealth, and reducing income tax. I educate young professionals, women in the workplace, and first-generation American families to change their view on financial planning by creating comprehensive financial plans with trusted advisors to create generational wealth.For additional information, please message me on LinkedIn or contact me at a••••••@nm.com.
Experience
Financial Representative
Mar 2024 — Present · Irvine, CA, US
meet with clients to better understand their current financial positioning-create comprehensive financial plans to best serve the client\'s individual financial needs-present and execute plans with clients
Education
Punahou School
High School Diploma
Chapman University
Bachelor of Arts - BA
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