Huyen Nguyen (CFP®)
Huyen Nguyen focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Baby Boomers
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Women
First and Second Immigrant Generation
Comprehensive Financial Planning
Investment Strategies and Management
Retirement Planning
Tax Planning
Additional Information
Huyen Nguyen, CFP® brings experience in taxation and underwriting to her work as a financial advisor. An immigrant from Vietnam, she understands firsthand many of the challenges and perspectives within Asian and Vietnamese American communities. Her empathy fuels her diligence and dedication to serving clients. Huyen offers a rare combination: an analytical mind paired with a compassionate heart, allowing her to connect with clients from many angles of life.
Outside of work, she volunteers by teaching middle and high school students about personal finance and serves as Co Vice-President of the AAUW Carlisle (PA) branch.
NAPFA Start Date
May 22, 2025
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