Personal finances entail so much more than numbers – it is as much art as it is science. Regardless of financial sophistication, everyone has the same worries about the future. Transformational Finances works with clients in Newport Beach, Los Angeles, CA, throughout Orange County, and across the US to help them take a diligent, holistic approach to wealth management.
Michael Nguyen is a Financial Advisor at The Pacific Bridge Companies. He advises high net worth and aspiring high net worth families in all areas of wealth management. Through his work, he realized our personal and financial lives directly affect each other, whether we are aware of it or not.
Our philosophy at Transformational Finances is that there's no success in life without a strong, adaptable financial plan. Financial success in itself cannot be measured separately from the context of one’s personal life.
We believe having control of our lives is a journey, not a destination — it requires an ongoing alignment of our unique goals and values with our financial decisions. These beliefs are at the core of our holistic approach to wealth management.
Our most successful clients are the ones that engage with us through holistic, comprehensive financial planning. They consistently engage in the process, reflect on their decisions, and build stronger principles to live life.
Our clients prove that the quest for financial excellence and personal realization need not be mutually exclusive. We adapt our array of services for our clients' evolving goals.
The Transformational Finances services do more than financial planning; we help you realize your most authentic self.
Our attentive advisors will ensure your portfolio will never stagnate.
