Phong X. Nguyen,  CFP<sup>&reg;</sup> - Financial Advisor

Phong X. Nguyen, CFP®

Founding Partner

Cornerstone Financial Partners

18400 Von Karman Ave, Ste 400
Irvine, CA 92612
(949) 474-6824


Phong Nguyen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Partners in Irvine, CA and the surrounding communities.

Financial Advisor Overview

Comprehensive Financial Planning with Focus On Lifetime Income Security Planning


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • Certified Retirement Counselor® (CRC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care


Helpful Financial Planning Resources