John D. Nguyen,  CFP<sup>&reg;</sup> - Financial Advisor

John D. Nguyen, CFP®

Enrolled Agent

Founder & CEO

FIT Planning Group, Inc

550 W. Orangethorpe Ave.
Placentia, CA 92870
FINANCIAL ADVISOR'S WEBSITE
(714) 248-6741 CONNECT WITH John
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General

John Nguyen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FIT Planning Group, Inc in Placentia, CA and the surrounding communities.

Financial Advisor Overview

Mission Statement: "To inspire our clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial planner and firm, whereby they will receive unbiased counsel and unparalleled customer service."

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Financial Advisor Experience

As a young entrepreneur, John saw the importance of financial education and risk management and began his career in the financial services industry as a financial advisor in 2005. Following his early career success, he continues to reinvest by furthering his education and expanding his expertise to better serve his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Crown Capital Securities, L.P.

Broker-Dealer Disclaimer

Crown Capital Securities, Inc

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources