Lisa Nguyen
Optimize Financial · Irvine, California
Lisa Nguyen is a fee-only financial advisor at Optimize Financial in Irvine, California, who holds the CFP credential. Optimize Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Optimize Financial |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $221.7M across 100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, IA, TX · CRD 7147506 |
| Exams passed | Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.optimizefinancial.com |
How Lisa's firm compares
- Optimize Financial's average account is about $2.2 million, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Lisa
Is Lisa Nguyen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Optimize Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Optimize Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Lisa Nguyen based?
Lisa Nguyen is based in Irvine, California.
What credentials does Lisa Nguyen hold?
Lisa Nguyen holds the CFP credential.
Is Lisa Nguyen registered with the SEC?
Yes. Lisa Nguyen is registered as an investment adviser representative in CA, CO, FL, IA and TX (CRD 7147506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optimize Financial manage?
Optimize Financial reports $221.7M across 100 accounts in assets under management.
How do I contact Lisa Nguyen?
Through Lisa's website, www.optimizefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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