Eric Nguyen

Eric brings years of comprehensive financial planning experience and knowledge to the clients that he serves. He developed his experience in financial planning by building his own practice in working with high-net-worth families, individuals, and non-profits in achieving their financial goals prior to joining Oak Harvest. At Oak Harvest, Eric’s focus is finding a deep understanding of his clients’ personal and financial situations to build a tailored financial plan that is scalable and adaptable as his clients move throughout the different phases of life.

Eric is a second-generation alumnus from the University of Houston. He received his B.S. in Supply Chain and Logistics Technology with a minor in Business Finance. He holds his Series 66 license, Texas life & health insurance license and is a Certified Financial Planner™ practitioner.

Eric is a native Houstonian growing up in the Sugar Land area and currently resides in SW Houston. In his free time, he enjoys hosting BBQ’s, crawfish boils, golfing with friends and spending time with his dog, Paige.