Christopher Nguyen

Christopher Nguyen Email and Phone Number

Director of Sales at Enterasource, LLC @ Enterasource, LLC
irvine, california, united states
Christopher Nguyen's Location
Costa Mesa, California, United States, United States
Christopher Nguyen's Contact Details

Christopher Nguyen work email

Christopher Nguyen personal email

About Christopher Nguyen

Christopher Nguyen is a Director of Sales at Enterasource, LLC at Enterasource, LLC. He possess expertise in retirement planning, strategic financial planning, financial advisory, portfolio management, wealth management and 12 more skills.

Christopher Nguyen's Current Company Details
Enterasource, LLC

Enterasource, Llc

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Director of Sales at Enterasource, LLC
irvine, california, united states
Website:
enterasource.com
Employees:
13
Christopher Nguyen Work Experience Details
  • Enterasource, Llc
    Director Of Sales
    Enterasource, Llc May 2017 - Present
    Irvine, Ca
    View
  • Beacon Pointe Advisors
    Senior Financial Planner
    Beacon Pointe Advisors Nov 2015 - Apr 2017
    Newport Beach, Ca
    Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the United States working with both private and institutional clients. We are independent and 100% employee-owned. We provide clear, objective investment advice to our clients - our clients' goals and needs are our goals and needs - they are one and the same.
    View
  • Tax & Financial Group
    Senior Paraplanner
    Tax & Financial Group Sep 2010 - Nov 2015
    Newport Beach, California
    As part of the Financial Planning Team, I lead financial plan creation, strategic overview, research, technical inquiry, and client relationship management.
    View
  • Tax & Financial Group
    Investment Specialist
    Tax & Financial Group Mar 2009 - Sep 2010
    Newport Beach, California
    Created a system to automate the portfolio rebalancing process to vastly improve efficiency, executed trades and assisted in researching various strategies and options to helping our clients reach their investment objective, performed due diligence in critiquing and adjusting the asset allocation strategies to adhere to client risk tolerance and time horizon.
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Christopher Nguyen Skills

Retirement Planning Strategic Financial Planning Financial Advisory Portfolio Management Wealth Management Retirement Financial Planning Series 7 Investment Strategies Mutual Funds Investments Finance Investment Advisory Estate Planning Etfs Fixed Annuities Property And Casualty

Christopher Nguyen Education Details

Frequently Asked Questions about Christopher Nguyen

What company does Christopher Nguyen work for?

Christopher Nguyen works for Enterasource, Llc

What is Christopher Nguyen's role at the current company?

Christopher Nguyen's current role is Director of Sales at Enterasource, LLC.

What is Christopher Nguyen's email address?

Christopher Nguyen's email address is ch****@****ail.com

What is Christopher Nguyen's direct phone number?

Christopher Nguyen's direct phone number is +151092*****

What schools did Christopher Nguyen attend?

Christopher Nguyen attended University Of California, Irvine.

What skills is Christopher Nguyen known for?

Christopher Nguyen has skills like Retirement Planning, Strategic Financial Planning, Financial Advisory, Portfolio Management, Wealth Management, Retirement, Financial Planning, Series 7, Investment Strategies, Mutual Funds, Investments, Finance.

Who are Christopher Nguyen's colleagues?

Christopher Nguyen's colleagues are Alejandro Samaniego, Samira Morshed, Dan Noon, Jesse Hatch, Thomas Green, Andres Tzintzun, Nik Clair-Williams.

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