About Nicole
Nicole Nguyen, MBA
Nicole Nguyen is a Financial Advisor and President of Meridian Financial LLC. She began her career in 2001 at a global financial advisory firm and has since devoted her entire career to the financial industry. She has been a consultant to other financial advisors during her tenure at a large financial wholesaler, during which time she helped advisors implement strategies to help grow and protect client assets. Her unique range of experience enables her to help clients growth their assets and achieve their financial goals. Her planning philosophy is to implement strategies that protect client retirement assets from market risk while mitigating the overall taxes that they will pay during the retirement years.
Nicole graduated with a Bachelor of Business Administration as well as an MBA from the University of Houston. In addition, Nicole holds both her Series 65 and state insurance license. She also spends countless hours of ongoing training and studying to keep pace with a constantly changing landscape of the financial industry and tax laws.
“Travel Far, Travel Often”
When not helping clients, Nicole enjoys traveling far and traveling often. She believes that time is precious and limited and that we aren’t meant to die working at our desk. Nicole believes that traveling feeds the soul and has traveled and experienced the cultures of over a dozen countries so far and still has many more on her list!
