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Lisa Nguyen, CFP®

EVP of Client Relations | Financial Advisor

Lisa takes great pride in the client experience. Due to her extensive knowledge of financial planning and passion to see tasks through to completion, Lisa serves as Executive Vice President of Client Relations. She oversees all functions of OFI's white glove service by preparing, managing, and tracking client actions through to completion. She also manages the fast paced, high caliber training program at Optimize Financial called OFI's Beaconship.

Her Story

Lisa earned a B.S. in Computer Science & Engineering and a minor in Linguistics (with a concentration in Spanish) from the University of California, San Diego. Lisa has an M.S. in Interior Design from Pratt University in addition to completing a Certificate of Personal Financial Planning at the University of California, Irvine and becoming a CERTIFIED FINANCIAL PLANNER™ certificant. Lisa also brings insight and expertise gained from multinational conglomerate software and health care companies to multi-division manufacturing corporations.

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As site coordinator, she managed over 300 developers in code integration, compliance, and product testing. Lisa was a white paper co-author on hybrid logical components in PLM software in addition to implementing multiple patent projects. After engineering, Lisa turned to managing small businesses, creating succession plans, directing accounting and participating in legal and financial discussions for selling a small business with over $100 million in revenue.

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In her spare time, she enjoys building home automation (Raspberry Pi) projects, woodworking, and training for triathlons. A math enthusiast at heart, she also enjoys implementing object-oriented programming with additive models to observe and analyze financial data built upon Notre Dame’s Software Repository for Accounting and Finance. The Optimize Financial team lovingly calls Lisa the “Renaissance Woman.” Her technical background and management experience provided a foundational framework for understanding complex systems that have served her well in assisting clients with their complex financial planning needs. Lisa brings integrity, hard work, and loving care to everything she does. She also has three Pomeranians named Jasper, Gemma, and Gimli whom she adores

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Lisa Nguyen's Areas of Focus​​

  • Holistic, Goals-Based Financial Planning

  • Lifetime Retirement Income Planning

  • Employer Retirement Plans

  • IRAs & IRA Strategies

  • Estate Planning Strategies

  • Services for Business Owners & Executives

Lisa Nguyen's puppies 3
Lisa Nguyen's puppies car
Lisa Nguyen's puppies home
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Optimize Financial Inc. (“OFI”) is a Registered Investment Adviser with the Securities and Exchange Commission. Additional information about OFI is available at https://adviserinfo.sec.gov. Registration as an investment adviser does not imply any kind of endorsement by any regulatory body, nor certain level of skill or training. This website is intended for informational purposes only and does not constitute a complete description of our investment services or performance, nor does this website constitute investment advice or an offer, solicitation or endorsement of securities with respect to any entity or for any investment strategy or vehicle. Nothing on this website should be construed as personalized financial, legal, or tax advice, nor should it be relied upon as the sole basis for making financial decisions. All investments involve risk, including the possible loss of principal. The information on this website is intended for U.S. residents only. Past performance is not indicative of future results, and there can be no assurance that the investments will achieve their objectives. Before investing, consider your financial objectives, level of experience, and risk tolerance. We encourage you to consult with qualified professionals regarding your specific situation. The opinions and projections presented here are subject to change without notice, and no representation or warranty is made concerning the accuracy of the information provided. Advisory services are only offered to clients or prospective clients where the Firm and its representatives are properly licensed or exempt from licensure. Investing through OFI is only available with an advisory agreement or other official offering documents.

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