Anh Nguyen, CFA, MBA

Investment Director | Financial Planner | Investment Advisor Representative

Domicile State: FL

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 offered through the MassMutual Trust Co., FSB

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