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Our financial advice team


Phil Nguyen, Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Phil Nguyen

CFS®, APMA

Financial Advisor

Managing Director
NF Wealth Management
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 27 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 6, 7, 63 and 65

Education

  • B.A. Economics, San Jose State University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Ameriprise Circle of Success, 2018, 2019, 2020, 2021 and 2022
  • NF Wealth Management, Ameriprise Client Experience Award, 2021

Previous experience

  • NF Wealth President, RIA (Fidelity/TD Ameritrade), PKS Investments, 2015-2017
  • Financial Advisor, LPL Financial LLC - NF Wealth Management RIA, 2007-2015
  • Financial Advisor, Essex National Securities, INC., 2006-2007
  • Financial Advisor, CUSO Financial Services, L. P., 1998-2006
  • Financial Advisor, Everen Securities, INC, 1998-1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I volunteer for Habitat for Humanity by providing educational workshops on basic finance.

Interests

I live in San Jose with my wife and three children. My favorite pastimes are spending time with my family and traveling, and I also enjoy music and dance.