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Michelle Nguyen, CFP®
Michelle Nguyen, CFP®
Managing Director

Phone: (310) 943-8807
Cell: (714) 975-0002
[email protected]

Ms. Nguyen is responsible for developing and managing investment portfolios for high net worth individuals, families, and endowment funds.

She specializes in working with affluent families and their advisors, to identify and attain their financial, legacy, and philanthropic goals, while maximizing after-tax returns using an appropriate asset allocation. Prior to joining the firm in 2008, Ms. Nguyen was at a single-family office in Orange County, CA.

Ms. Nguyen is a Certified Financial Planner and is a member of the Financial Planning Association and Advisors in Philanthropy. She sits on the board of the LA Estate Planning Council, Executive Committee of the Los Angeles LGBT Center Young Professionals Council and the USC Board of Governors.

Ms. Nguyen received her Bachelor of Arts from the University of California, Irvine, and her MBA from the University of Southern California Marshall School of Business. 

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY