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.

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
FINRA BrokerCheck

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