Lucy Nguyen

WORK HISTORY

EDUCATION

ABOUT LUCY NGUYEN

I am a first-generation UC Santa Cruz graduate with a B.A. in Business Management Economics. During which, I served as a tutor and peer advisor, supporting students academically and professionally. My experiences with small businesses has equipped me with practical skills in operations management, client relationship building, data analysis, and financial modeling. I also have a strong interest in community outreach and marketing, and enjoy helping organizations grow through thoughtful, data-informed strategies.Now, I have pivoted my focus and became a Financial Services Professional with New York Life. I’m passionate about helping individuals, families, and businesses achieve their financial goals. With a background in business development, financial analysis, and marketing, I bring a well-rounded perspective to financial planning. My focus is on building long-term relationships based on trust, while providing tailored strategies in areas such as life insurance, retirement planning, and wealth management.I believe that financial security starts with personalized guidance, and I’m committed to empowering my clients with the knowledge and tools they need to make confident financial decisions. Whether you’re planning for the future, protecting your family, or looking for ways to grow and preserve your wealth, I’m here to help you navigate every step of the way.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.801 N. Brand Blvd, Penthouse Suit, Glendale, CA, 91203CA License #43•••34