Devon Nguyen

About Devon Nguyen

I help my clients elevate their wealth strategies and accumulate wealth by providing education and increasing understanding of the “money game.” I’m fortunate to have been surrounded by, both, successful business owners and corporate leaders in my life where I’ve observed that both sides are still plagued with the same epidemic, “financial cancer.” I witnessed this lack of financial literacy first hand within my own family business. My family has bought, built and sold many business over the last 2 decades, but it has taken a shift in knowledge and education to break the cycle of just working for money. What I began to notice is that, whether you owned a business or worked for one, it was not the lack of money that inhibited people to get ahead in life. It was the lack of financial knowledge. Many people have not been equipped with the tools and resources to build their wealth and create an “exit strategy” for when you are ready to hang up your boots to have the option to retire. Contrary to popular belief, its not about how much money you make in your life, it’s about how much money you save, invest and keep. My goal is to change the narrative and help clients create a strong foundation where they can begin to build generational wealth. I was introduced to a financial firm, whose crusade was to bring “trade secrets” of the ultra wealthy to the everyday American. I ultimately became an advisor and franchise owner with this firm to be able to bring these concepts to the community and help families, just like my own, leverage these tools to build wealth. Through my experience in the industry, I’ve noticed there is a big disconnect in our society. One half of Americans, many might even say the majority, do not have the resources or education to decide when or where to save and invest their money. While the other half, who do have the resources to hire professional help, lack the crucial synergy and communication among their trusted counsel of advisors (CPAs, Estate Planners, Business Attorneys, etc.). My team and I have made it our mission to be of service to those who may be just starting out in building their wealth or who have already established their wealth but looking to make their strategy bulletproof. We have partnered with over 200 of the top financial institutions in the United States to offer a variety of solutions. In addition to our partnerships, we have a national network of in-house professionals readily available to best serve our clients’ specific needs. I look forward to connecting and opportunity to serve you!

Experience

1. Senior Marketing Director

   World Financial Group (WFG)

   Jan 2016 — Present

   A non-captive agency that enables its agents the unique ability of franchising a brokerage under the Transamerica and World Financial Group umbrella. We are the FASTEST GROWING FINANCIAL SERVICES DISTRIBUTION company in the United States & among the top financial institutions in Canada. Our mission includes providing financial literacy through education for individuals and business professionals to feel empowered and confident in building their wealth. Our areas of focus includes, but is not limited too, supplemental retirement income & succession planning, asset accumulation, estate preservation, debt management, and life insurance.Nationwide Representation. In-person and virtual consultation available. WorldFinancialGroup.com

Education

• California State University, Long Beach

  Bachelor's degree, Business Administration and Management, General

  2013 — 2017

• California State University, Long Beach

  Bachelor of Business Administration - BBA, Logistics, Materials, and Supply Chain Management

  2013 — 2017