Empowering the Next Generation

As their own families expand, two local financial advisors offer comprehensive financial planning with holistic investment advice to multiple generations of clients.

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Financial advisors Giorgina Mei Nguyen and Aleksandr Chkadua are passionate about providing insights and tools to guide their clients at EP Wealth Advisors on the path of being purposeful stewards of their assets. As CERTIFIED FINANCIAL PLANNER™ professionals and South Bay locals, Giorgina and Aleks specialize in assisting professionals and families—and the next generation—in crafting financial plans tailored to their unique goals and aspirations while working with them to preserve wealth across generations.

In addition, Giorgina and Aleks are both new parents. Their individual journeys have reinforced their commitment to assist growing families with achieving ongoing financial independence. Giorgina and her husband, Peter, welcomed identical twin boys in 2024, and Aleks and his wife, Maria, are welcoming their first child this summer.

“Although I wouldn’t have it any other way, my husband and I weren’t expecting to have two children at once,” Giorgina shares. “We had to adjust our plan for increased spending and make decisions on how to remain on track with our current and future goals. I’m now more passionate than ever about helping clients navigate the various seasons of life and making informed decisions about long-term financial planning for themselves and their families.”

As a soon-to-be parent, Aleks is preparing for the financial responsibilities that come with raising children. “With a growing family, balancing time between family, work and finances can be quite a juggling act,” he says. “I strive to provide my clients with proper guidance, support and dependable service, allowing them to focus on what matters most to them.”

With years of experience helping clients navigate financial decisions and family dynamics, Giorgina and Aleks emphasize starting conversations with loved ones about finances early. This includes:

Educating on financial literacy. Involving children in financial planning helps instill good financial habits. Teaching them about budgeting, saving and investing helps them build foundational skills for managing their finances and making informed financial decisions.

Engaging in ongoing dialogue. Approach financial conversations with your children thoughtfully, considering their maturity and readiness. Having open discussions about money, savings and inheritance can demystify financial concepts.

Preparing for future responsibilities. Transparency in financial matters fosters trust and reduces potential future disputes. Discussing these plans openly ensures that all family members are aware of and can respect your decisions.

Aleks and Giorgina are committed to assisting clients in building multigenerational wealth—ensuring that the next generation is prepared to contribute to the long-term financial well-being of their own families.

Disclaimer: Hiring and/or working with a qualified financial advisor or financial planner does not guarantee success and does not ensure that a client or prospective client will experience a higher level of performance, results or service. There is no guarantee nor is the intention of this article to establish any sense of assurance that, if followed, the strategies referenced here will produce a positive or desired outcome. In fact, there is no guarantee or warranty that any of the steps detailed will enable the ability to achieve appropriate, successful, profitable or desired results. The possibility of unfavorable and unsuccessful results is not lessened by the information and strategies made referenced here.