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Thanh M. Nguyen
Thanh M. Nguyen, CFP®
Vice President - Investments
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Wealth Advisor
1145 Broadway
Suite 1400
Tacoma, WA 98402
800-754-5670
253-428-3941
253-272-9649 fax
thanh.nguyen@ubs.com

As a dedicated Financial Advisor, I understand that each client is different – from a new investor to one with years of experience – and I appreciate your individual circumstances. My goal is to be your primary source of wealth management advice.

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Investment Insights
My Perspective
The Decade Ahead: at-a-glance decade_ahead_magazine.pdf (746kb)
Corporate Profile CorporateProfile.pdf (370kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Retirement Goal Checkup Questionnaire Retirement_Workbook.pdf (984kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
The Importance of Naming IRA Beneficiaries IRA_Beneficiaries_Circular.pdf (78kb)
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