Tom Nguyen

CFP®

EP Wealth Advisors

Wealth Advisor

Tom Nguyen

CFP®

EP Wealth Advisors

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom Nguyen, CFP®

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Tom Nguyen is a Torrance, CA fee-only financial planner. EP Wealth provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tom Nguyen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Tom Nguyen is passionate about developing meaningful connections with his clients as he partners with them to achieve their values driven financial and life goals. He has been interested in personal finance and investments since the early 1990’s when he opened his first IRA with savings from his summer jobs. Since then and prior to joining EP Wealth Advisors in 2018, Tom has had a successful 20 year career in financial services as a financial consultant with T. Rowe Price and most recently as a quantitative analyst for the American Funds. Tom was born in Vietnam and immigrated with his family to Southern California when he was 4 years old. Having been a part of his family’s journey from humble beginnings to now living the American Dream, Tom appreciates the value of a dollar while fully recognizing that money can’t buy happiness. He graduated magna cum laude (Phi Beta Kappa) from the University of California, Irvine with a bachelor’s degree in Economics. Within the community, Tom has previously served as President of the Board for Pathways LA and currently serves as an Advisory Board Member for the Friendship Foundation. Tom lives in Palos Verdes with his wife and two young boys whose boundless energy keep mom and dad always on the move.

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

  • Certified Financial Planner (CFP)
    Tom Nguyen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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 Tom Nguyen

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Office Locations:

  • 21515 Hawthorne Blvd
    Suite 1200
    Torrance, CA 90503
  • 11400 W. Olympic Blvd.
    Suite 170
    Los Angeles, CA 90064
  • 18301 Von Karman Ave.
    Suite 410
    Irvine, CA 92612
  • 250 Lafayette Circle
    Suite 203
    Lafayette, CA 94549
  • 8081 Shaffer Parkway
    Suite 4
    Littleton, CO 80127
  • 27441 Tourney Rd
    #260
    Valencia, CA 91355
  • 5151 Shoreham Place
    Suite 270
    San Diego, CA 92122

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