Jennifer Nguyen

About Jennifer Nguyen

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Experience

1. Financial Advisor

   Edward Jones

   Jan 2024 — Present

   As a Financial Advisor at Edward Jones, I work with individuals, families, small business owners, and nonprofit organizations to help them build, preserve, and manage wealth through customized, values-based financial strategies. My practice focuses on retirement planning, legacy planning strategies, and nonprofit financial management. I am passionate about serving mission-driven organizations by helping them manage reserves, establish sustainable investment policies, and steward donor contributions with integrity and transparency. By understanding the unique financial needs of nonprofits - including board governance, restricted funds, and fiduciary responsibilities - I provide strategic guidance to help leadership teams fulfill their mission with confidence and fiscal responsibility.I also serve individuals going through life transitions such as divorce or major career shifts, and I am dedicated to helping women and families take control of their financial futures with clarity and confidence. Key Areas of Focus:* Nonprofit financial and reserve management strategies* Retirement and investment planning strategies* Multigenerational and legacy planning strategies* Tax-advantaged strategies (in partnership with CPAs)* Insurance and risk protection strategies* Bilingual support (Vietnamese/English)* Community engagement and philanthropic alignmentIf you represent a nonprofit or are a mission-driven leader looking for a trusted financial partner, I welcome a conversation on how we can help strengthen your financial foundation and impact.

Education

• University of South Australia

  Bachelor's degree, Human Resources Management

  2009 — 2011

• Eynesbury Institution of Business and Technology

  Diploma, Business/Commerce, General

  2008 — 2008