With over two decades of experience in financial advisory, Thanh Nguyen is dedicated to partnering with clients to craft intentional wealth strategies. As a Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Thanh brings a refreshingly direct approach to financial planning and tax-efficient investing.
Thanh has a proven track record of guiding diverse clients, with particular expertise in advising medical professionals on complex financial matters. He approaches his role with a deep sense of purpose, offering comprehensive, personalized service that addresses all aspects of his clients' lives.
Thanh’s journey began in 2000 at Morgan Stanley, where his passion for the markets took flight. After eight years, he continued to build his expertise as a wealth advisor at UBS. In 2018, he founded Crossroads Financial Services with Raymond James Financial Services, creating an independent practice focused on individualized client care. In 2024, Thanh and his team transitioned to LPL Financial, enhancing their resources to better serve their clients.
Thanh holds a B.A. in Psychology with a minor in Business Administration from the University of Puget Sound and a graduate certificate in Public Health from the University of Washington. His commitment to lifelong learning is reflected in his CFP® certification and CPFA designation, underscoring his advanced knowledge in wealth management and fiduciary responsibilities.
Thanh now resides in Sammamish, Washington. Outside of work, he enjoys spending time with his family, and playing golf, a sport he finds both challenging and reflective of the full range of human emotions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
