Anh L. Nguyen

  • CFA®
  • MBA
  • CFP®

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, Retirement Strategies

Languages: English, Vietnamese

I offer 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 the Chartered Financial Analyst (CFA®) certification and Certified Financial Planner (CFP®) designation. He graduated with an MBA 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, South Florida CFA society, and Financial Planning Association (FPA)

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

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Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

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