Brian D. Nguyen, CFP®

We help individuals and families achieve and maintain financial freedom.

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Twin Peaks Wealth Advisors Brian D. Nguyen, CFP®
San Jose, CA

Serving Clients Nationwide

We help individuals and families achieve and maintain financial freedom.

Areas of Focus

  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Brian D. Nguyen. Helping Bay Area families and professionals thrive is my passion.

As a financial advisor, I believe in building long-lasting, trust-based relationships where my clients' financial well-being is always at the forefront. I go beyond basic planning, empowering you to navigate your financial journey with confidence and clarity.

My expertise empowers you to:

• Organize your financial house: We'll clear the clutter, create a comprehensive plan and roadmap for a secure and tax-efficient future.

• Optimize for the future: Gain clarity on investments, equity compensation, retirement planning, and minimize tax exposure.

• Make confident decisions: I'll break down complex financial concepts into clear, actionable steps, so you feel empowered and in control.

My client's financial well-being is not just a priority; it's my unwavering commitment.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

San Jose, California

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory call. Before the call, we suggest visiting our website to read more about our story, mission, and values. That hopefully will answer a lot of your questions before our call. During the call, we will introduce you to our firm and ask some questions about what you are looking for. Our primary goal will be to assess your needs and find the appropriate service for you. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Twin Peaks Wealth Advisors, we believe everyone can reach his or her goals through repeatable, intentional actions. We provide coaching and continuous accountability as trusted financial planners in your corner.

We're a financial planning and wealth management firm based in San Francisco that works with individuals, families, and business owners to understand and maximize their wealth potential. We offer highly customized and unbiased advice.

At Twin Peaks Wealth Advisors, we work to deliver the personalized service and relationship of a boutique wealth management firm, with the back-end capabilities of a large institutional investment company. Our mission is to empower people to make the informed decisions necessary to achieve their wealth objectives.

✔️ Wealth Management:

Benefit from both financial planning and an investment strategy tailored for your family, crafted by a team of forward-thinking investment advisor representatives.

✔️ Financial Planning:

With customized and comprehensive packages in place, our advisors address all of your financial needs and believe it is possible for you to achieve your goals.

✔️ Pre and Post IPO Planning:

Our advisors specialize in helping clients navigate IPOs and company acquisitions by developing customized sale/exercise strategies, reviewing liquidity considerations, and implementing tax efficiencies.

✔️ Estate Planning:

Our affiliate, Twin Peaks Estate Services, provides an end-to-end solution with services like addressing trusts and wills, naming beneficiaries, tax planning, and evaluating life insurance needs.

✔️ Home Purchase Planning:

Let us help you make buying a home a reality with our scenario modeling and payment strategies.

Education

University of California, Davis, B.S., Managerial Economics

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.