Anh Nguyen, CFA, MBA

Financial Planner | Investment Advisor Representative

Domicile State: FL
California Insurance License #: 0M41684

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning, Group Benefits

Languages: English, Vietnamese

Anh offers total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)

Anh holds his Chartered Financial Analyst (CFA®) certification. He also has his MBA with track in Finance from Florida Atlantic University (FAU). Anh holds his securities series 7, 66, and Life & Health Insurance licenses.

Anh is an active member of the CFA Institute and South Florida CFA society.

Anh resides in Fort Lauderdale, Florida with his wife Ivy. His outside interests include traveling, fine dining, fishing, and tennis.

Phone (954) 308-7162
Fax (954) 331-5050