Our Team / Client Services, Leadership Team

Van Nguyen, FPQP™

Principal, Client Services Manager

vnguyen@agilipersonalcfo.com

Professional headshot photo of Van Nguyen, FPQP™, Agili Principal, Client Services Manager.

Job Description

In my role at Agili, I work as the Client Services Manager, coordinating the back office of the firm and overseeing our Client Services Team. The Client Services Team is focused on tasks such as trading, reporting, paperwork, and invoicing while providing high quality customer service. I provide ongoing support to our Financial Planning Team as they serve our clients.

Education and Credentials

  • Bachelor of Science, University of Richmond
  • Financial Paraplanner Qualified Professional™

Community Engagement

  • Meals on Wheels

What is a career highlight for you?

Being named a Principal in the firm. I am humbled that I’ve been entrusted with helping lead a team of such talented people.

Job Description

In my role at Agili, I work as the Client Services Manager, coordinating the back office of the firm and overseeing our Client Services Team. The Client Services Team is focused on tasks such as trading, reporting, paperwork, and invoicing while providing high quality customer service. I provide ongoing support to our Financial Planning Team as they serve our clients.

Education and Credentials

  • Bachelor of Science, University of Richmond
  • Financial Paraplanner Qualified Professional™

Community Engagement

  • Meals on Wheels

What is a career highlight for you?

Being named a Principal in the firm. I am humbled that I’ve been entrusted with helping lead a team of such talented people.

More About Van

My favorite food is lobster in black bean sauce the way my dad cooks it.

What excites me about my work is being able to figure out solutions to problems.

My favorite thing about vacation is being able to do what I want when I want no matter where I am, although I do like warm weather more than cold.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018