Serena Nguyen

Serena joined GoldBook Financial as a Financial Services Professional in January 2025 and works out of GoldBook’s Costa Mesa (Orange County) office.

Serena’s passion for financial services and keenness for organization has led her to pursue a career that educates others about the importance of finances. Growing up she was highly involved in activities, such as Girl Scouts and volunteering, that prioritized the importance of giving back to others. Becoming a financial services professional has allowed Serena to combine her financial expertise with her drive to help others.

Serena is committed to building strong, lasting relationships with others which results in a level of trust that allows her to accurately tailor solutions to help meet client goals. From suggesting realistic steps towards financial freedom to navigating risk management and wealth preservation, working closely with her clients gives Serena the opportunity to deeply understand their priorities.

Serena graduated from San Diego State University in December 2024 with a bachelor’s degree in finance.

Outside of work, Serena enjoys Pilates, hanging out with her miniature long-haired dachshund, going to the beach, and traveling with friends.

CRN202802-8182253