Client Services Associate

Margaret Wan (Nguyen)


  • Education
  • California State University, Long Beach
    Bachelor of Science

Margaret joined Boone Wealth Advisors, LLC in 2019. Prior to joining the team, Margaret worked in Investor Relations on the investment management side and has experience working in various fields of civil litigation. As a Client Service Associate, she will assist clients find solutions that best meet their needs and facilitate daily activities within the office. Boone Wealth Advisors is passionate about their clients and takes pride in their role to steward clients’ wealth – and these are some of the many reasons I am excited about the opportunity to be a part of the firm.

Q & A

Why you love what you do?

I love working with people and believe in fostering and sustaining relationships with clients built on hard-earned trust and work ethic. It is incredibly rewarding to be part of an organization that helps our clients achieve their dreams and goals through their financial lives.

What do you love to do outside of work?

Besides spending time with family and friends, my greatest passions and hobbies include climbing, cooking, and pottery. Being born and raised in California, I am currently discovering the beauty of the Pacific Northwest and eating Molly Moon’s ice cream.

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