Anne Trinh, CFP®, CPWA®, TEP

President and Owner

  • Founded Family Wealth Counseling 2020
  • Joined M Advisory Group in 2008
  • Over 25 years in the insurance and financial industry
  • Founded an independent financial planning practice and served as an executive of a prominent insurance brokerage firm
  • Specializes in financial planning for Global Markets
  • Graduate of University of California, Los Angeles (UCLA)
  • Served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS)
  • Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, the Certified Private Wealth Advisor (CPWA®) from IMCA, and the Certified Financial Planner (CFP®) designation from the CFP Board
  • Registered Representative, Investment Advisor Representative (Series 7, and 66)
  • California Life and Health License

Phone Extension: 116