Anne Trinh


President and Owner

Anne founded Family Wealth Counseling with over 25 Years in the insurance and financial industries. Anne’s experience includes having founded an independent financial planning practice and serving as an executive of a prominent insurance brokerage firm. She has served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS). Anne also has the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, the Certified Private Wealth Advisor (CPWA®) from IMCA, the Certified Financial Planner (CFP®) designation from the CFP Board, and the Certified Kingdom Advisor (CKA®) designation from Kingdom Advisors. She is a Registered Representative, Investment Advisor Representative (Series 7, and 66) and holds California Life and Health License #OA85633 and Texas Life and Health License #1930491, among other state life & health licenses. When Anne isn’t working, she enjoys spending time with her husband, two adult daughters, and two granddaughters.