Sy Nguyen
Financial Advisor, Senior Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Sy Nguyen
It\'s important for me to invest my time to understand my clients. I help clients build their personal financial plans by understanding goals, analyzing financials, and determining if they are on track for their goals. I always commit myself to providing exceptional wealth advisory services and efficient investment management. I love what I am doing for my clients and their families. I am motivated by seeing the impact of my work on clients. Whatever your goal is, it\'s my pleasure to work with you to bring your goals to life.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
Aug 2022 — Present
Education
Texas Christian University
Masters of Business Administration
2001 — 2003
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