Huyen Nguyen

Financial Planner and Owner

Welcome to Inclusive Wealth Financial Planning! I'm so glad you're here! I'm Huyen ("who-ian"), I also go by Grace.

I grew up in Vietnam and made my way to the US for college in 2000. In the past two decades, I've been a full-time mom, employee, and now a business owner. I moved across the world twice in my 20s to work in Vietnam and the US, pursued graduate school in my late 30s and changed my career to be a financial advisor at 41. Life has been kind to me as I learned valuable lessons and wisdom through trials and challenges in my early 30s as a single mom. I am grateful for my family with my husband Patrick, our son Andrew, our daughter Katie, and our dear dog Charlie.

Making sound financial choices has been instilled in me by my Mom from an early age. My Mom is hard-working, lives life simply, efficiently, with discipline and models sacrifice. I am who I am today because of my mom and because I choose to follow her example.

My greatest inspiration to become a business owner is my maternal Grandmother, who left a secured and respected job as a Treasurer to be a grocery owner, despite society's expectations. Throughout my childhood, I saw how hard she worked in her shop, waking up at 5 am and going to bed at midnight most days. My Grandma loves freedom, and she values independence and self-creation of wealth. She knew herself, knew what she wanted to accomplish, and would not let anyone stop her from pursuing it.

In telling you these stories, I hope to share the inspirations that caused me to build a good foundation for financial success. Over the past few years, I've dedicated myself to developing expertise in Financial Planning. I worked as an Advisor at an RIA (Registered Independent Advisor) where I helped people like you make informed financial decisions, grow their wealth, and build holistic financial plans. I've completed the required education for Financial Planning by the CFP® (Certified Financial Planner) Board and passed the CFP® exam in March 2024. I am a member of the Financial Planning Association (FPA) and several other CFP® professional and advisor groups where we share knowledge and mentor each other.

CREDENTIALS:

  • Candidate for CFP® Certification

  • Investment Advisor Representative (Series 65)

  • Master of Finance, Penn State University

  • Bachelor of Science in Business, Duquesne University

EXPERIENCE: My employment history includes Mutual Fund Accountant, Tax Preparer, Insurance Underwriter, and Financial Advisor.