Nguyen Le has been a member of our team for 5 years. He handles day-to-day office operations and provides administrative support to the Advisors, including filing, mailings, travel, schedules and meeting coordination. He ensures all licenses are kept up to date and maintains required books and records for compliance obligations. In addition, he supports client and prospect communications, including newsletters. He is responsible for managing events and educational classes. He also inputs clients’ data into our secure database, enabling client’s the access to view their portfolio.
In his spare time, Nguyen enjoys playing beach volleyball and cycling.
CA Insurance License #0F45914