THANH NGUYEN, CFP®, CPFA

PRESIDENT, CEO

With more than two decades of experience as an advisor, Thanh is passionate about partnering with clients on an intentional plan for their wealth. As a Certified Financial Planner™ (CFP^®) professional and Certified Plan Fiduciary Advisor (CPFA) , he takes a refreshingly forthright approach to financial planning and tax-efficient investing.

Thanh serves a variety of clients, with extensive experience guiding medical professionals on financial matters. He views his work as more of a calling than a profession, providing holistic service for all aspects of his clients’ lives in a thoughtful and personalized manner.

His fascination with the markets led him to begin his career as an advisor in 2000 at Morgan Stanley, where he worked for eight years. He then served clients as a wealth advisor at UBS until 2018, when he founded Crossroads Financial Services as an independent practice with Raymond James Financial Services. In 2024, Thanh and the Crossroads Financial Services team joined LPL Financial, maximizing their resources to enhance their practice and better serve their clients.

He earned 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. A committed lifelong learner, he has earned the CFP^® certification and the CPFA designation, demonstrating his knowledge of advanced wealth management topics relevant to investors and plan fiduciaries.

With roots tracing to Nha Trang, Vietnam, Thanh lives in Sammamish, Washington, with his wife, June. They have two children, Haley and Konner. In his free time, Thanh enjoys playing golf, a challenging sport that he finds tests the gamut of one’s emotions.

_{Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}