Hi, I’m Phu Nguyen—and I’m genuinely passionate about helping people take control of their financial future with confidence, clarity, and a sense of peace.

As a licensed financial professional with years of experience, I specialize in retirement income planning, 401(k) rollovers, annuities, and long-term care strategies. I work closely with individuals and families to create customized solutions that not only protect their savings, but also generate reliable, lifetime income—so they can enjoy life today while planning wisely for tomorrow.

What I do goes beyond numbers and products—this is personal to me. I entered this field after watching loved ones face financial uncertainty in retirement simply because they didn’t have the right guidance. That experience continues to fuel my commitment to making sure my clients never have to face those worries alone.

My approach is simple: listen first, plan second. I believe financial conversations should be empowering and easy to understand—never overwhelming. When we work together, you’ll feel heard, supported, and confident every step of the way.

Let’s build a future where your money works for you, your lifestyle is protected, and your dreams remain intact—regardless of market ups and downs.

📞 Ready to take that next step? I’d love to connect and design a plan that’s tailored to your life, your values, and your goals.