Derrick Nguyen

Derrick Nguyen

Financial Planner

Office: 949-474-6869
Mobile: 714-724-0660
Fax: 949-724-8977
E-mail:
 

Derrick Nguyen is a Financial Planner and started his career with Lincoln Financial Advisors in 2012. He serves the community as a financial planner, working with individuals and their families. 

Derrick believes in approaching one's situation through a holistic approach. By putting his client's goals first, he is able to establish comprehensive financial plans. These plans generally take into consideration the following areas:

 

  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Estate Planning Strategies
  • Business Owner Planning
  •  

Derrick holds a degree in Business Administration, with a concentration in Finance, from California State University, Fullerton. In continuing his career related education he is pursuing the professional certification of CERTIFIED FINANCIAL PLANNER practitioner (CFP). 

Aside from his dedication to financial planning, Derrick also enjoys watching football, outdoor activities, training dogs and spending time with family and friends.