Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Nguyen Mai is a certified financial planner with over 8 years of experience in the financial services industry. Phillip has worked at various firms including The Ayco Company, L.P./Mercer Allied, Quick Bridge Funding and Moore Real Estate Group. Phillip is currently an Investment Advisor Representative at Mariner Wealth. Phillip specializes in financial planning, pension consulting and portfolio management for individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/19/2022 - Present
Mariner Wealth (Newport Beach CA)
Active
Inactive
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