Mai Nguyen

Mai Nguyen

Financial Advisor
CA License No. 0B74666

Phone: (949) 223-8265
E-mail:

Mai has been in the Financial Services industry for over 10 years. She focuses on helping family owned businesses and corporate individuals with their asset and risk management, retirement strategies, estate strategies and business succession strategies. Mai uses her knowledge and expertise, in combination with the expertise of a team of specialists available through Tax and Financial Group (TFG), to assist her clients with their financial needs. Prior to joining TFG, Mai spent nearly 7 years with John Hancock, Sagemark Consulting and Pacific Advisors.

Mai plays an active role in many organizations. Currently, Mai is a member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients with exemplary performance and the highest standards of ethics, knowledge, service and productivity. Alongside MDRT, she is a member of the WIFS (Women in Insurance and Financial Services), a preeminent professional organization for women in the financial services industry. Mai is also an active member of the Woman Sage Organization.
 
Mai is a graduate of the University of California, Irvine. She is Life and Health Insurance licensed and is an Investment Advisor Representative and Registered Representative of Securian Financial Services Inc, member FINRA/SIPC.
 
Mai currently lives in Fountain Valley with her husband, Long and their two kids, Michael and Samantha. She enjoys cooking and entertaining for her friends and family.