A financial advisor at The Pacific Bridge Companies, Michael Nguyen advises high-net-worth and aspiring high-net-worth families in all areas of wealth management, including asset protection, investment management, business planning, tax planning, and estate planning during both the accumulation and decumulation phases of their lives.
Michael became interested in financial advising when he realized that studying finance at the University of Pennsylvania and working on Wall Street for a decade still left him with little understanding and direction of his own financial situation. Dissecting financial statements and advising management teams through complex transactions had given him the training to lead business decisions, but personal finances was a whole new ball game.
“I realized that personal finances entail so much more than numbers—it is as much art as it is science. Talking to my friends, family, and colleagues, I realized that no matter what level of financial sophistication they had, the way they worry about their future and struggle with indecision was all similar. I began approaching my own finances in a whole new light.”
Michael believes our personal and financial lives directly affect each other, whether we are aware of it or not. You cannot succeed in your personal life if you ignore your finances, and financial success isn’t clear without understanding how it supports your personal life. For Michael, having control of our lives is a journey, not a destination—it requires an ongoing alignment of our unique goals and values with our financial decisions. Using a holistic financial planning approach founded on these values, Michael strives to positively impact the lives of his clients.
Before joining The Pacific Bridge Companies and building the Transformation Finances team, Michael worked in M&A Investment Banking at Imperial Capital, was a founder at CrossFit SandBox, and was a founder of Just Dance Los Angeles. In his spare time, Michael enjoys CrossFit and competing in ballroom dancing.