Gregory Nguyen

Gregory Nguyen

Principal, The Asset Planning Group

San Francisco Bay Area

Current
  • Owner at The Asset Planning Group
Past
  • Global Account Manager at Teradyne
  • Vice President, Sales at US Magnetics
  • Account Manager at Tektronix
Education
  • University of California, Santa Barbara
  • CCHS
  • Marian Peterson High School
Connections
233 connections
Industry
Financial Services
Websites

Gregory Nguyen’s Summary

We are a private wealth financial services firm specializing in asset optimization and retirement planning. I am a financial strategist with broad experience in capital preservation, risk mitigation, home equity planning, estate planning, and tax-favored investments. I provide clients clarity, balance, focus and confidence in realizing their lifelong dreams.

Gregory Nguyen’s Specialties:

I am TEAM (The Equity Alliance Matrix) - trained and a member of Missed Fortune Associates. I design financial plans optimized for liquidity, safety, and an attractive, tax-advantaged rate of return. By restructuring assets, I can substantially increase a client's net spendable retirement income--without increasing their monthly expenses. I enhance family balance sheets and empower clients to secure their financial future and family legacy.


Gregory Nguyen’s Experience

  • Owner

    The Asset Planning Group

    (Financial Services industry)

    Currently holds this position

  • Global Account Manager

    Teradyne

    (Public Company; 1001-5000 employees; TER; Semiconductors industry)

    19972003 (6 years )

  • Vice President, Sales

    US Magnetics

    (Privately Held; 201-500 employees; Computer Hardware industry)

    19921997 (5 years )

  • Account Manager

    Tektronix

    (Public Company; 1001-5000 employees; TEK; Telecommunications industry)

    19881992 (4 years )

  • Systems Engineer

    Hughes Aircraft Company

    (Public Company; 10,001 or more employees; GMH; Defense & Space industry)

    19841988 (4 years )


Gregory Nguyen’s Education

  • University of California, Santa Barbara

    Bachelor of Science , Electrical and Computer Engineering , 19801984

  • CCHS

  • Marian Peterson High School


Additional Information

Gregory Nguyen’s Websites:

Gregory Nguyen’s Interests:

Technology startups, investing, innovative technology, nanotechnology, Blue Ocean Strategy, Quadrant Living Experience, quantum mechanics, international traveling, gourmet food, surfing, Brazilian jujitsu, judo, college basketball, GOLF!

Gregory Nguyen’s Groups:

UCSB Alumni Association, The Equity Alliance Matrix (TEAM), Missed Fortune Associates, Gracie Jujitsu student under Helio Gracie (Founder), Rorion Gracie (UFC Founder), Royce Gracie (UFC Champion), and Ralph Gracie

  •    On Startups - The Community For Entrepreneurs
  •    Semiconductor Professional's Group
  •    Alumni of the University of California
  •    Venture Capital
  •    ThoseInFilm (Motion Pictures & Film Industry)
  •    UCSB Alumni Association
  •    Hughes Aircraft Company
  •    Silicon Valley Venture Community
  •    Let's Get Funded
  •    Teradyne & TCS Alumni / Employee Network
  •    Linked Strategies

Gregory Nguyen’s Honors:

First naturalized Vietnamese-born U.S. citizen to be Appointed and Admitted into the US Military Academy and the US Naval Academy


Gregory Nguyen’s Contact Settings

Interested In:

  • consulting offers
  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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