Our Team

Pascal Nguyen Headshot

Pascal Nguyen, CRPC®, CLTC

As a longtime and passionate practitioner of Tae Kwon Do, Pascal Nguyen (CA Insurance Lic. #0780932) knows the value of discipline and focus. These traits have not only brought him great clarity along his life's journey, they have been critical to the success of his retirement planning practice, Pascal Insurance and Financial Services. Over 25 years in the financial services industry, Pascal has come to believe his number one job is to make things as simple as possible for clients. “In my experience,” he says, “what clients really want from a financial advisor is the knowledge they need to make informed financial decisions – and they want it in clear, understandable language. When people feel good about their financial decisions, they can stop worrying about their money and focus on the other things that are important to them.” Pascal has also been featured in Diversity Journal and Forbes Magazine, and hosts a weekly radio show on retirement planning.

Pascal says his ideal client is a financial delegator who has a passionate desire to accomplish specific goals; enjoys simplicity; values working with Pascal and his team; appreciates the firm’s holistic approach; and can handle the truth, even if it is not what the client wishes to hear. “For example, I might have to recommend to a client that he’s going to need to work longer than he had hoped,” Pascal explains.

Pascal’s Four Pillars of Holistic Retirement Planning are: Risk Management – plan for the unexpected; Financial Strategies – keep as much of your hard-earned money as possible; Asset Allocation – maximize your chances of achieving your investment and retirement goals; and Estate Planning – ensure your money passes to your heirs according to your wishes

Learn About My Credentials

 
CRPC Logo

Chartered Retirement Planning Counsel (CRPC®)

Individuals have to complete a course that includes pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. At the end of the course they must pass an exam that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.*

 
CLTC Logo

Certified in Long-Term Care (CLTC)

The designation focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.**

 

*Information provided by The Financial Designation Resource.
**Information provided by the CLTC site.

 

Organizations

 
taekwondo Logo

Pascal participates at Duc Dang Martial Arts Academy. The academy was founded by Grand Master Dang Huy Duc in 1963. He has over 51 years of experience and is a highly regarded figure in the world of martial arts.

 
Jimmy Kim Tae Kwon Do Center Logo

Pascal participates at the Jimmy Kim Tae Kwon Do Center. The center travels to compete in events around the world. The practice of Tae Kwon Do has helped Pascal find clarity in life - a clarity he also brings to retirement planning.

 
Gator Swim Club Logo

Pascal is a supporter at the Gator Swim Club. The Club is a competitive swim team. They believe in building better swimmers by concentrating on the fundamentals, and working to perfect those basics.

 

Our Support Staff

Pascal Nguyen Headshot

Claudia Buisson

Office Manager
Pascal Nguyen Headshot

Jasmin Rull

Licensed Service Assistant
Pascal Nguyen Headshot

Camille Kallas

Administrative Assistant
Pascal Nguyen Headshot

Kristine Mallari

Administrative Assistant

Calculators

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