Lang Nguyen

About Lang Nguyen

Throughout my life, I have learned countless lessons. From receiving my CPA, to becoming…

Experience

1. Wealth & Tax Advisor at Organize, Protect & Grow your Wealth, Llc

   Charles Schwab

   Jan 2018 — Present

   Most firms take a top-down approach to investing by applying the same framework to all clients regardless of circumstances or needs. Unfortunately, that one-size-fits-all approach does not help most people, who first need to organize their finances and than to prioritize what is most important to them to protect their assets, that is beyond the typical investments selection. At my firm, I take a more individualized, bottom-up approach to help you how to first organize your finances. This is very different for a recent college graduate, a young married couple, a small business owner versus someone in retirement or will retire in the next five year. As a private wealth manager with a CPA & MBA and over 25 years of real life experiences, I can help you make judgments, individually or with trusted partners, where is your need is greatest, in the following areas:PERSONAL FINANCE & TAX PLANNING: Budgeting, setting financial & non-financial goals and maximizing post-tax dollar to reduce taxes in the future. ESTATE PLANNING & GENERATIONAL WEALTH MANAGEMENT: Legacy plan that balances current financial needs with plans for wealth transfer after death. Also ensuring future generations can responsibly manage the assets that are part of legacy plan. HEALTH & WELLNESS: Longevity is more than buying long-term care insurance. I want to know what quality of life is most important and how to achieve that.A wealth & tax advisor is able to help and to guide you through the issues that matter most and that focus on your holistic needs, not just your invested assets.Charles Schwab & Co, Inc. is the independent third-party custodian of my clients\' investments. I never have physical access to your investments and assets, but I do have fiduciary responsibilities to always put your interests above my own.

Education

• University of Illinois at Urbana-Champaign

  Bachelor’s Degree

• Keller Graduate School of Management of DeVry University

  Master of Business Administration (M.B.A.)

Skills

• Auditing
• Mergers & Acquisitions
• Accounting
• Account Reconciliation
• Financial Reporting
• Payroll
• Financial Analysis
• Finance
• Sarbanes-Oxley Act
• Forecasting
• Management
• Process Improvement
• Financial Audits
• Internal Controls
• Accounts Payable
• General Ledger