Meet Stephen

Hi, I’m Stephen Nguyen, and I spent 15 years in finance and strategy at Intuit and Adobe before following a deeper calling into financial advising. While my time in the tech industry was rewarding, I realized I wanted to make a more direct, lasting difference in people’s lives. My greatest inspiration is my mother, a single parent who partnered with a trusted advisor to build a disciplined plan that gave my brother and me every opportunity to succeed. Seeing the confidence that partnership gave her during uncertain times left a lasting impression on me and defines how I work today. 

 

I view myself as a dedicated thought partner, helping my clients use their wealth with purpose so they can live fully and intentionally. Over the last three years, I’ve found true fulfillment in building deep relationships and understanding what truly matters to the families I serve. I specialize in helping individuals navigate life’s big transitions with the same resilience and thoughtful strategy I witnessed growing up. My goal is to provide the clarity you need to make confident decisions about your future, ensuring your financial plan supports the life you’ve worked so hard to build.