Isabel Nguyen

Isabel is a seasoned financial services professional with a decade of diverse experience in the industry. Originally from the San Francisco Bay Area and a proud graduate of the University of California, San Diego, Isabel has worn many hats throughout her career. From being a financial advisor to working as a compliance principal, handling marketing operations, and driving agency development, she’s seen and done it all.

Isabel’s passion for making financial planning accessible to everyone is what drew her to YTS. She’s dedicated to helping financial advisors reach the next level in their practice, aligning perfectly with YTS's mission. Holding Series 7, 63,65, and 24 licenses, Isabel’s expertise is well-recognized. Her commitment to excellence has been highlighted by her consistent qualification for the Million Dollar Round Table from 2019 to 2021.

Now living in Great Falls, VA, Isabel balances her professional life with her love for food and travel. She’s a huge foodie who explores new cities in search of the next great dining experience.