Giorgina Nguyen
CFP®
EP Wealth Advisors
Vice President
Giorgina Nguyen
CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Giorgina Nguyen, CFP®
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Giorgina Nguyen is a Torrance, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Giorgina Nguyen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Giorgina Nguyen had more than ten years in the financial services industry at the time she joined EP Wealth Advisors in 2022. Giorgina began her career as an intern with a large financial institution and was extended a position shortly after graduating from college. In 2014, she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, driven by her ongoing commitment to financial education and best practices. As the first-born daughter of a Filipino-American family, Giorgina credits her parents for demonstrating the importance of hard work and saving money—her inspiration for studying finance and economics. Focused on helping her clients achieve financial wellness and independence, she utilizes a process that assembles both financial and abstract aspects of their lives. This provides the best options for her clients to take action, recognizing that there are many factors that can affect their evolving financial plan. Giorgina eagerly joined EP Wealth because, as a fee-only fiduciary, it aligns with her commitment to always put her clients’ interests first. A testament to her work ethic, several clients have worked with Giorgina for over a decade, and many are families pursuing their interests in retirement and striving to maintain multigenerational wealth. Giorgina and her husband, Peter, were married on Leap Day in 2020. They live in the South Bay with their adopted cat, Juliet. Outside of work, Giorgina enjoys listening to music and podcasts, exploring all types of cuisines, and challenging herself with running and hiking along the many trails in Palos Verdes. Conscious of her environmental impact, she does her best to live a low-waste lifestyle. Looking to the future, Giorgina would like to start a family and continue to volunteer with local organizations.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Giorgina Nguyen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Giorgina Nguyen
Office Locations:
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21535 Hawthorne Boulevard
Suite 400
Torrance, CA 90503
