Emi Nguyen is an Accredited Wealth Management Advisor℠ with more than 30 years of banking experience. She’s committed to helping her clients navigate the financial ups and downs of life and everything in between, always striving to make today better than yesterday. The biggest challenges she helps her clients with range from financing major purchases quickly to addressing financial issues or just being there to listen; always looking out for her clients’ best interests and building a strong, trusting relationship every step of the way.
When Emi is not helping clients, she stays busy with her four wonderful children. She’s either volunteering at their school or serving on the board for Youth Eastside Services.
Accredited Wealth Management Advisor (AWMA® ) This designation is awarded by the College for Financial Planning to financial professionals who successfully complete a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives. Candidates must pass an end of course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.