Description

ETA: Enhanced Tax Advantage - Tax-efficient strategies that offer a solution to offset the tax burden from Retirement Plan Distribution, Capital Gains, higher education loans, and more.

Join us for a conversation over Zoom and let's dig into some of our innovative strategies that let you keep more of what you have earned. 
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Tuan M. Nguyen is a member of the Worthington Financial Partners Team based in the Dublin, CA, is a veteran of the United States Air Force and has 24 years of federal government service. He earned his BS degree from Embry-riddle Aeronautical University and his MBA degree from California State University – East Bay. Tuan discovered his passion for financial services while seeking assistance to enhance his personal finances and retirement portfolio. From that positive experience, he immersed himself in learning about the industry and becoming a Financial Professional. Tuan enjoys using his knowledge and passion to educate clients about financial services and working with families and small business owners to develop individualized plans to fit their needs.

Tuan has a life and health insurance license in California*, Maryland, Nevada, New Mexico, Virginia, Texas, and Washington, D.C.

*CA Insurance Agent Lic. # 423444