John D. Nguyen

John has been in practice since 2005, and is an Enrolled Agent (federally authorized tax practitioner, this is the highest credential the IRS awards) and a CFP (Certified Financial Planner).

He's also a fully licensed financial advisor: Insurances License (Life & Health and Property & Casualty) and Securities Registered (FINRA Series 6, 7, 26, 63, 65). Before John was in the financial services industry, he always had a passion for service and volunteerism. He founded the Key Club International Club at Oxford Academy in 10th grade and in 2003, he founded Youth Leadership America (YLA), a continually growing non-profit 501(c)3 organization that provides opportunities for high school students to learn leadership in the community. In addition to all these accomplishments, John has been a Member of the Kiwanis Club of Greater Anaheim since 2003, served two full terms on the Anaheim Sister City Commission (2009-15) as Chairman, and two full terms on the Orange County Juvenile Justice Commission (2007-15) as the Law Enforcement Committee Chair. In his profession, John has been active with the Orange County Financial Planning Association since 2012, where he serves on the membership and the pro-bono committee. John is a natural public speaker and loves to share his knowledge and experience at various community and professional events/conferences. He enjoys leading study groups and doing various financial planning workshops. Despite his busy schedule, John remains committed to prioritizing time for his faith and family above all else. He firmly believes that the practice of service and charity, as well as his faith, begins within the home. Following his marriage to Michelle, whom he considers the love of his life, on his birthday in 2015, John made a conscious decision to reduce his community involvements to allocate more attention to his family. Together, John and Michelle feel incredibly blessed to have two wonderful children who bring immense joy and fulfillment to their lives.