Merrick Minh Nguyen

<b>Merrick Minh Nguyen</b>, CRPC<sup>&#174;</sup>, CMFC<sup>&#174;</sup>

Merrick Minh Nguyen, CRPC®, CMFC®

Managing Partner


“If you fail to plan, then you are planning to fail” – Benjamin Franklin

PHONE
949-345-8188 OFFICE
714-333-5637 MOBILE
949-345-8180 FAX

EMAIL
merrick@stratefiwealth.com

ADDRESS:
18881 Von Karman Ave, Suite 410
Irvine, CA 92612

SOCIAL:
LinkedIn


For over a decade, Merrick has been an influential leader in the financial industry, helping his clients’ reach financial independence. Merrick has served executives and senior leaders across various industry sectors, preserving their assets and transitioning their wealth to future generations.  

Prior to founding StrateFi, Merrick was an Associate Vice President – Investments with Sherr & Nguyen Financial Strategies Group of Wells Fargo Advisors. Prior to Wells Fargo Advisors, Merrick worked at Signature Resources (Insurance and Financial Services). Merrick graduated from the University of California, Berkeley in 2006 where he studied American Business and Organizational Behavior.

Merrick holds many professional registrations and designations including the Chartered Retirement Planning Counselor and the Chartered Mutual Fund Counselor designations.

Merrick is an active member of his community. In the past he served as a board member of the Vietnamese American Chamber of Commerce (VACOC) and the President for the Orange County Cal Alumni Club. Today, he serves as a board member for the Orange County Cal Alumni Club. When Merrick isn’t in the office, he enjoys exercising, sports, reading, and spending time with his wife, Niza, and their three daughters, Arielle, Naiya, and Mylee.

CA Insurance License #0G78032.
Resident State CA.

Education & Qualifications

EDUCATION:
University of California, Berkeley


LICENSE(S):
6, 7, 63, 65
CA Insurance License #0G78032

Registered to do business in

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

 
Jason Sherr

Jason Sherr

MANAGING PARTNER

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Kim Burdeaux&#8211;Neal

Kim Burdeaux–Neal

DIRECTOR OF CLIENT RELATIONS

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Hannah Smith

Hannah Smith

SENIOR MARKETING CONSULTANT

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Monica Smith

Monica Smith

ADMINISTRATIVE ASSISTANT

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