Important Fraud Alert: We have received reports from customers of phone, electronic, and mailed communications that falsely represent Sunflower Bank and/or our employees. If you are contacted by someone claiming to be from Sunflower Bank attempting to gain access to account information, password, or other sensitive information, contact us directly through a verified phone number. Remember, we will never ask you to provide your online banking login credentials or account information. Customer Care is available at 888.827.5564 for additional assistance.
Michelle Nguyen, CFP®
Senior Managing Director, Wealth Management
Ms. Nguyen is responsible for developing and managing investment portfolios for high-net-worth individuals, families, and endowment funds. She specializes in working with affluent families and their advisors to identify and attain their financial, legacy, and philanthropic goals, while maximizing after-tax returns using an appropriate asset allocation. Prior to joining FirstSun Advisors (formerly First Foundation Advisors) in 2008, Ms. Nguyen was at a single-family office in Orange County, CA.
Ms. Nguyen is a Certified Financial Planner (CFP®) and is a member of the Financial Planning Association, Advisors in Philanthropy, and the Finance Committee of Options for Learning. She sits on the board of the LA Estate Planning Council and formerly the USC Board of Governors.
Ms. Nguyen was named by the LA Business Journal as one of the Top Wealth Managers - Leaders of Influence in 2020, 2021, 2022, and 2023. She received her Bachelor of Arts from the University of California, Irvine, and her MBA from the University of Southern California Marshall School of Business.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.