Andrea Nguyen

Andrea Nguyen is a Senior Associate at EVOKE WEALTH, LLC, based in Santa Monica, CA. She brings a strong background in wealth management and investment advisory, with a focus on portfolio strategy, client relationship management, and financial planning for high-net-worth individuals and families. Her responsibilities include conducting in-depth market research, developing customized investment solutions, and supporting the execution of wealth management strategies tailored to clients’ objectives.

Andrea specializes in equity and fixed income investments, with particular expertise in asset allocation, risk management, and alternative investments. She has experience working across a range of sectors, including technology, healthcare, and consumer goods, helping clients navigate complex market environments and optimize their investment portfolios. Her approach emphasizes long-term wealth preservation and growth through disciplined, research-driven decision-making.

Prior to joining EVOKE WEALTH, LLC, Andrea held progressive roles at First Republic Private Wealth Management, where she advanced from Associate to Senior Associate, gaining extensive experience in private client services and investment analysis. She holds a Bachelor of Commerce (BCom) in Finance from York University, which has provided a solid foundation for her career in the investment industry. Andrea is recognized for her commitment to client service excellence and her ability to deliver tailored financial solutions in dynamic markets.