Meet The Team
May Nguyen
CFP®
Associate Director, Wealth Planner
About May
Recognizing that everyone views money differently, May takes the time to understand each client’s priorities and tailors his planning to their goals, with an emphasis on holistic solutions. As a member of Sequoia’s Wealth Planning department, he prepares comprehensive financial plans and modular analyses in close partnership with the firm’s advisors.
May finds purpose in helping individuals and families build financial literacy and make confident decisions. His earlier experience as a camp supervisor taught him how to guide people with patience, a skill he brings to explaining financial concepts in plain language to clients. He believes in leading with integrity, both in his work and in his life beyond it. May holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from the University of Wisconsin-Madison with a Bachelor of Science in financial planning.
Born and raised in Denver, Colorado, May shares his life with a Pyrenees Lab named Happy and an orange cat named Phil. Outside of the office, he enjoys cooking, playing golf, and spending time outdoors.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Accreditation & Education
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Bachelor of Science, financial planning, University of Wisconsin-Madison
Contact your financial planning specialist
May Nguyen
CFP®
Associate Director, Wealth Planner