Anh Nguyen, MBA

Investment Director/Financial Planner/Investment Advisor Representative

Domicile State: FL

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 started out his career at Metlife Securities as a Portfolio Analyst where he worked with a team of advisors to support the investment analysis and provide advises on strategic and tactical asset allocation.

Currently, Anh is an Investment Director at Coastal Wealth, a  MassMutual firm where he is responsible for helping financial professionals win new clients and to deepen and strengthen existing client relationships through advising on investment solutions that incorporate equities, fixed income, structured products, alternative investments. Based on investment reviews with clients, Anh recommends and establishes investment strategies and solutions designed to achieve specific investment goals and objectives for each individual.

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

Anh is licensed to sell insurance in: [FL, SC, NJ] and securities in: [CA, CO, FL, IN, SC, NC, NJ, NY, GA, MD, MI, TN, TX, VA, WA, ].

 

Phone 954 308 7162
Fax 954 331 5050
Mobile Phone 7862009230