• The Impact Culture™
    • Codify Your Why™
    • Magnify Your Meaning™
    • The Culture Maker™
    • Impact Insights™
  • Capabilities
    • Financial Planning
    • Estate Preservation & Wealth Transfer
    • Family Wealth Counseling
    • Planning for Global Citizens
    • Life Insurance Acquisition
    • Life Insurance Post-Acquisition Management
  • M Financial
  • Team
  • Contact

Our Team

Anne Trinh

President and Owner

Justine Jovel

Client Manager

Aimee Lopez

Operations Manager

Jan Coombs

Vice President, Life Insurance Underwriting

Patti Garrity

Front Desk Coordinator

Kaitlin Kiley

Office Administrator

Back To Top

  • Contact Us

    anne@familywealth.org | (310)626-0010 | 2377 Crenshaw Boulevard, Suite 150B, Torrance, CA 90501
    Services offered through Family Wealth & Insurance Solutions, California Insurance License #6000993 Securities and Investment Advisory Services offered through M Holding Securities, Inc., A Registered Broker/Dealer, Member FINRA/SPIC. Family Wealth Counseling, Inc. DBA Family Wealth & Insurance Solutions is independently owned and operated. 3003644.1
    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Family Wealth Counseling is an affiliate of M Advisory Group, a Member Firm of M Financial Group. Please go to www.mfin.com and click on “Disclosure” at the bottom of the home page for further details regarding this relationship.
     
    Family Wealth Counseling ©