Anh Nguyen, CFA®, CFP®, MBA
Investment Director | Financial Planning | Investment Advisor Representative
Planning Solutions Group
Comprehensive planning and investment expertise—built to support your full financial picture.
Anh Nguyen is an Investment Director and Financial Planning specialist at Coastal Wealth, where he provides comprehensive financial strategies tailored to each client’s unique goals. With a focus on long-term results, Anh offers total financial needs analysis through a collaborative network of professionals experienced in:
- Advisory Services
- Retirement Analysis and Programs
- Estate Strategies
- Business Continuation Planning
- Employee Benefit and Retention Services
- Trust Services (*offered through MassMutual Trust Co., FSB)
Anh’s professional focus spans insurance and investment strategies, business owner planning, college funding, charitable giving, risk management, estate planning, retirement income strategies, and group benefits. He is dedicated to helping clients prepare for life’s most important financial decisions with clarity and confidence.
Anh holds both the Chartered Financial Analyst (CFA®) certification and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He earned his MBA in Finance from Florida Atlantic University (FAU) and maintains his Series 7, Series 66, and Life & Health Insurance licenses. He is an active member of the CFA Institute, the South Florida CFA Society, and the Financial Planning Association (FPA).
Based in Fort Lauderdale, Anh lives with his wife Ivy. Outside of work, he enjoys travel, fine dining, fishing, and tennis.
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
