MassMutual financial professional.

Anh L. Nguyenemail

Coastal Wealth

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

  • Professional Story

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services

    Business continuation strategies

    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.

  • Languages:
    • English

  • Credentials:
    • CFA®
    • MBA
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • College Funding Strategies
    • Charitable Giving
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Retirement Income Planning
    • Business Succession Planning
    • Retirement Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See Anh’s Licenses and Disclosures

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