Serena Nguyen

Serena provides comprehensive wealth management services with a specialization in equity compensation planning, tax-efficient investment strategies, and long-term wealth management for professionals, executives, and families in innovation-driven industries, including technology, aerospace, and defense. She works closely with clients to help them navigate stock options, restricted stock, concentrated equity positions, liquidity events, retirement planning, and the financial complexities that often accompany growing wealth.

Recognizing that meaningful financial planning extends beyond investment management, Serena takes a comprehensive approach that integrates portfolio management with cash flow planning, risk management considerations, estate planning coordination, retirement planning, and tax-aware investment decisions. By bringing each piece together into a cohesive strategy, she helps clients make informed financial decisions with greater clarity and confidence while remaining focused on their long-term objectives.

Serena is particularly passionate about helping professionals transform complex equity compensation into long-term financial opportunities through intentional planning, disciplined investment management, and tax-aware decision-making. She believes every financial plan should reflect the unique circumstances, priorities, and aspirations of the individual or family it serves, evolving alongside life’s milestones and changing financial needs.

Outside of the office, Serena enjoys maintaining an active lifestyle through Pilates and hot yoga, getting lost in a good book, traveling, and spending time with family, friends, and her miniature dachshund, Willa.