Broker Check

Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Team

 

Ian Foo, AIF®

VP Wealth Management

(408) 363-3318

(408) 866-4352

Ian is an experienced leader with a demonstrated history of working in the financial services industry. He holds a General Securities Representative (Series 7), Uniform Combined State Law (Series 66), General Securities Sales...

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Andrew Nguyen is an eldest of the eight siblings in his family. Andrew graduated from San Jose State University with a Bachelor’s Degree, and started his financial services experience as a Registered Representative in 2000.

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Keith France brings 20 years of experience in the financial services industry helping individuals, families, and in particular credit union members construct comprehensive plans to achieve their financial goals. Keith became a...

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Aivy Nguyen

Client Service Associate

408.363.3300

408.866.4352

Aivy is a Registered Client Service Associate at MW Wealth Advisors, LLC and Cetera Investment Services, LLC. She brings a wealth of experience to the team being in the industry for nearly two decades. Her previous roles at Financial...

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Tess is a Client Service Associate at MW Wealth Advisors, LLC, and Cetera Investment Services LLC. She joined the team in July 2021. She provides administrative support to the Financial Advisors. She comes to the team with over a...

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