Phillip Nguyen

Phillip Nguyen

Senior Financial Analyst at Cetera Financial Group
Los Angeles, California, United States

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Work Experience

Cetera Financial Group

Senior Financial Analyst

Present

Skills

wealth management services financial advisory financial services financial modeling financial planning financial markets fintech broker dealer compliance broker dealer operations retirement planning retirement plan consulting tax advisory inheritance tax planning estate planning estate tax planning education savings saving for education 529 plans college funding strategies healthcare consulting collaborate innovation

Languages

English