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Nguyen Vu

Prudent Investors

Nguyen Vu

Prudent Investors

Nguyen Vu

Prudent Investors

Profession LogoTRUST ADMINISTRATOR

Nguyen Vu is Vice President of Business Development for Prudent Investors. Prior to his current role, he worked with Professional Fiduciaries Association of California (PFAC). Vu has extensive experience with a fascinating background in highly creative roles with Oakley, Restoration Hardware, and Stacy Dukes Design.

Vu has worked across major areas around the globe including Miami, Verona, and Belarus. He also spent five years in Beijing in international business development with a privately owned Chinese corporation and was instrumental in negotiating large trade agreements for mass deliveries of locomotives and railway cars.

Firm Description

For over two decades, Prudent Investors has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.

As an Independent Registered Investment Advisor, our clients' best interests are of the highest priority. Our firm is built to serve you and your unique investment needs.

Experts in managing investments for professional fiduciaries, our white paper on UPIA investing has been an invaluable resource for guardians and trustees. We also serve as instructors for the Cal State Fullerton Trustee Certification course.

Our experience helps our clients weather financial storms. Our diversified portfolios help reduce volatility in normal market conditions.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

999 Corporate Drive
Suite 255
Ladera Ranch, CA 92694

2598 Fortune Way, Ste G
Vista, CA 92081

On the web

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Social Media


Topics

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