Kim-Ha Nguyen, a CERTIFIED FINANCIAL PLANNER™ (CFP®), brings more than 25 years of experience to her role as Senior Managing Director at U.S. Capital Wealth.  She specializes in advising high-net-worth clients on fee-based investment management and holistic planning, drawing on her extensive expertise to navigate complex wealth decisions and deliver strategies that achieve lasting results.  Known for her disciplined approach and long-term perspective, she has built trusted relationships that span generations. In 2025, her leadership was recognized with a nomination for Advisor of the Year (Regional – Southwest) by the InvestmentNews Excellence Awards.

Before joining U.S. Capital Wealth in 2011, Kim-Ha built a distinguished career at UBS Financial Services, where she served as Vice President of Investments for 12 years. She began her finance career in 1999, following 18 years as an IT Consultant in the Energy sector. A graduate of the University of Houston, she earned her B.S. in Computer Science, Magna Cum Laude, and attained the CFP® designation in 2003.

Beyond her professional accomplishments, Kim-Ha has served as Chair of the Girls’ School of Austin, President and Chairman of the Board of Directors for the Asian/Pacific American Heritage Association, and Trustee for the University Psychology Advisory Council. She also actively supports organizations such as the March of Dimes, The American Cancer Society, Goodwill, and the SPCA.

Kim-Ha and her husband, David, divide their time between Austin and Houston. In her free time, she enjoys traveling, hiking, and spending quality time with her family.