Merrick Nguyen
Managing Partner at StrateFi Wealth Management
- Role
- Chief Executive Officer at Stratefi Wealth Management
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Merrick Nguyen
I have been helping individuals and families preserve their assets and transition their…
Experience
Chief Executive Officer
Dec 2023 — Present · Orange County, CA, US
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Education
University of California, Berkeley
BA
Skills
- Fixed Income Strategies
- Long Term Care Insurance
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Concentrated Stock Management
- Retirement Savings
- Financial Analysis
- Investments
- Insurance
- 401k Planning
- Financial Reporting
- Investment Planning
- Financial Advisory
- Business Planning
- Client Development
- Investment Strategies
- Multi-Generational Wealth Planning
- Tax Efficient Strategies
- 401k Rollovers
- Financial Services
- Strategic Planning
- Business Owner Planning
- Securities
- Disability Insurance
- Business-Succession Planning
- Leadership
- Wealth Preservation Planning
- Life Insurance
- Finance
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