About Mimi Nguyen

Mimi Nguyen has well over 15 years of financial services industry experience and a passion for philanthropy. She is experienced in providing wealth and estate planning strategies to help business owners and families with financial and charitable giving goals.

When Mimi is not working with her clients, she enjoys the company of her daughter, biking, hiking, and travelling.

Typical Clients

Together with her team, Mimi will work with business owners selling their practice, affluent individuals and families with complex estate planning needs and looking to safeguard their legacy.