Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Nguyen Tran has worked in financial services since 2004. To better service his clients, he started Win Wealth Solutions in 2016 as an independent financial planning firm that partnered up with some of the best firms and solutions providers across multiple industries.
Backstory: Nguyen and his family fled Vietnam when he was a baby. His family spent 2 years in a Philippine refugee camp before making their way to America. Like most immigrants, Nguyen's parents hoped for a better life for their children. His father was an orphan at around 12 years old after witnessing the violent death of his mother, while his father died 10 years before; due to an illness. Perhaps, with better health care, they would still be alive. As a first-generation immigrant, he hopes to hear your story, hopes and dreams. His purpose is to help find a better solution to your situation. Life can change on a dime; he will provide that ear to listen, and help you show off your resiliency to adapt to those changes. His willingness to utilize technological innovations will help deliver a unique blend of expertise and care to you, your family, and your community. He will seek out learning, so he can provide you with a more effective solution.
Nguyen was raised in Modesto, California with his three brothers and one sister. Growing up with an autistic brother taught him patience, fortitude, and perseverance. He attended Calpoly Pomona, majoring in Finance and Marketing. He lived in Newport Beach after college until getting engaged and moving to Los Angeles in 2018. He now resides in the Hancock Park area of Los Angeles with his wife and 2 kids. He values having an active lifestyle, running, biking, and beach flag football leagues. He has ran marathons and completed several bike races. He enjoys tinkering with the latest computer & AV tech, power tools, and gardening.
I focus on Retirement & Estate Planning strategies, Pension Tax guidance & Wealth Management for the individual as well as the closely held business owner.
As a former business owner for 26 years, I understand the challenges that closely held owners and their employees are faced with. When working with clients, I incorporate my personal (business owner) experience along with the knowledge I have as a financial consultant to provide exceptional results and add value as a trusted financial professional.
I can provide guidance and support to individuals and business owners, whether it’s by designing and implementing qualified retirement plans, helping to maximize wealth through professionally managed portfolios or protecting each entity/individual through the use of life insurance and long-term disability insurance.
My team and I are dedicated to helping our clients articulate and realize their goals by providing the financial confidence that comes with a well formulated financial plan.
Services Include:
Retirement and Pension Planning
Tax Strategies to Help Individuals & Business Owners
Employee and Executive Benefits
Succession Planning
Estate Planning Strategies
Investment and Asset Allocation
Life and Disability Insurance Strategies
Associations
Hope House Ministries, Board Member
Port Jefferson Lions Club, Past President & Melvin Jones Recipient
Licenses:
FINRA Series 7, 63 & 65 registrations, Life, accident and health insurance, AR Insurance License 17020552
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-159236 (3/21) (Exp. 3/23)
Michael Cummiskey, Certified Financial Fiduciary® , CLU®, ChFC®, RICP®, CPFA
After graduating from Kenyon College, Mike returned to Phoenix started his career in the financial service industry at a major life insurance company where he received training on life insurance and estate planning. Mike left the agency to form an independent life and disability income insurance brokerage company, Medical Staff Insurance Services, Inc., which focused on physicians and hospital employees. He joined Woodbury Financial in 1994as a Regional Vice President. Mike was also active in the Phoenix Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was elected President for 2000 – 2001. In 2011, he left corporate life and opened Paradise Valley Wealth Management, Inc. where he continues working with individuals and businesses.
Over time, Mike’s ongoing professional education has earned him several securities licenses and professional designations:
·The Chartered Life Underwriter® (CLU®),
·The Chartered Financial Consultant® (ChFC®),
·The Retirement Income Certified Professional® (RICP®)
·Certified Financial Fiduciary® (CFF®)
·Certified Plan Fiduciary Adviser (CPFA®)
General Securities Principal License - Series 24
General Securities License - Series 7
Investment Adviser Representative License - Series 65
Life and health insurance licenses in over 20 states.
Mike enjoys working with people who appreciate:
·A preferred service experience with a seasoned credentialed planner.
·A highly competitive fee structure.
·High quality investments from providers such as Vanguard, Blackrock, Schwab and Fidelity.
Read more about Mike’s points of view and details about the services he offers: www.pvwealthmanagement.com
Michael Cummiskey, Certified Financial Fiduciary® , CLU®, ChFC®, RICP®, CPFA
Douglas is a certified Financial Fiduciary, National Social Security Advisor certificate holder, founder and owner of Stone Eagle Financial. He serves as the President and founding member of a small business consortium that serves the RiNo district of Denver. Douglas built his practice on the belief that all people deserve financial well-being and freedom in retirement. He believes in taking an educational approach when working with clients to inform them and to ensure he understands their needs.
Douglas works with a non profit organization called American Financial Education Alliance where he teaches comprehensive retirement planning classes in the Denver area. This is how he gives back to the community he loves.
Douglas’ passion for helping others achieve financial security was developed at a young age as he worked in his family-owned businesses. The restaurants began hosting financial workshops and it was during these workshops that he realized he had not received the financial education he needed to prepare for his own long-term financial health. Since that time he has worked tirelessly to improve the financial future for all clients he serves.
Douglas and his daughter Cassidy were both born in Colorado. In his spare time you will find him cycling, skiing, and spending time in nature whenever he has the chance.
Yvette Villanueva Barrera, Certified Financial Fiduciary®
When Yvette Barrera was in middle school, she remembers thinking about what career she wanted and thought it would be both exciting and empowering to be a woman in the financial industry. After attending the University of Oklahoma on a volleyball scholarship, Yvette began her career in financial services working for a company with many senior clients. She learned that she could significantly impact pre-retirees and retirees by guiding them in their pursuit of a stable and healthy retirement.
Yvette’s goal is to create the most value she can for her clients by showing them how much she cares through her actions, while always placing their best interests above her own. Yvette acts as a counselor and educator for her clients, learning what is important to them and what they value in life, and why. Creating peace of mind for her clients is her driving force.
Yvette Villanueva Barrera, Certified Financial Fiduciary®
Edward is the President & Managing Partner & founder of DEW Financial Management Group, Inc.
Edward has a Bachelor of Science degree in Mathematics from North Carolina A & T State University in Greensboro, North Carolina. Edward holds the Series 7, 9, 10, 63 & 65 registrations with IFP, in addition to Insurance Life & Annuity licenses. Edward has over a decade of experience in the financial services industry with Citi, Smith Barney, and Morgan Stanley. Before coming to the financial services industry Edward had a successful career as a software engineer.
Edward is a member of the National Association of Securities Professional, the Insured Retirement Institute, and the Financial Services Institute. He is the Past Chairman of the South Carolina State University Foundation Board, Northern Virginia Black Chamber of Commerce, and Fairfax City Chamber of Commerce and is Past President of the Association of African American Advisors.
He enjoys reading mystery and suspense books and movies, and being active with community organizations. He also enjoys golf, tennis and other team sports. He and his wife Deborah enjoy their grandchildren and they currently reside in Fairfax, Virginia.
My name is Michael Niedbala. I am married to my wonderful wife, Anna, and have three great and successful children, Brandon, Kaley and Sara. I have lived and worked in the Tampa Bay Area since 1993. I have had extensive experience in the financial industry for all of my 37 year career. From Public Accounting, to being a Chief Financial Officer, and now, for the last 22 years a Certified Financial Fiduciary®, Certified Retirement Planner®, Certified Annuity Specialist®, Certified Senior Advisor® and Independent Financial Advisor.
I really enjoy being an independent Advisor because it provides me with the opportunity to always do what’s in the best interest of you, the client, through offering conflict-free advice. I pride myself on my ability to listen to clients’ needs and goals and develop a plan that gets them where they want to go. I feel a sense of accomplishment when I know that my clients sleep well at night because we’ve set them on the right course.
My company is Insurety Retirement & Insurance Planning. Our main philosophy is SAFE MONEY & INCOME.It is one of conservatism, innovation, and safety for our clients. We, as a company, never, do something just to make money. We educate and help folks like yourself, to make informed decisions about your financial health and only offer advice or implement programs that benefit you and improve your position.
We always try to do the right thing, so that means that if you come to us and say we really want to do so and so, and after looking at the overall plan and seeing that it really doesn't fit, we’ll tell you we really don't think it fits. This philosophy has served me well the past 24+ years I've been in this business.