Broker Check



Derrick Nguyen

Financial Planner


Derrick Nguyen is a Private Wealth Advisor with Plan Alpha Wealth Design, a comprehensive financial planning firm. Mr. Nguyen began working in financial services in 2013 as an intern for Lincoln Financial Advisors in Irvine, California...

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Emily Nguyen

Client Relations Specialist

For over nine years, Emily Nguyen has been an events manager specializing in events from weddings and birthdays to corporate meetings. These events have allowed Emily to use her creative skills to help bring her client’s visions...
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Nichole Speziale

Client Service Specialist

(949) 341-4262

Family is the start of how we define ourselves, our world, and our values. The experiences and interactions with our families produce the foundation from which we grow. As a child, Nichole’s grandpa was her best friend, who...

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